mutual funds dsp equity savings fund directgrowth

performance

DSP Equity Savings Fund Direct-Growth

Hybrid: Equity Savings - Growth (Open ended)

DSP Equity Savings Fund Direct-GrowthNAV: 25.28 as on 16 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: ModerateCategory: Hybrid: Equity SavingsBenchmark: NIFTY Equity Savings Total Return Index

NAV: ₹25.28-0.12%

16 Jul 2026

Rolling Returns Analysis

Rolling annualized returns of DSP Equity Savings Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	05 Apr, 2017 - 16 Jul, 2026	09 Apr, 2019 - 16 Jul, 2026	23 Apr, 2021 - 16 Jul, 2026	03 May, 2023 - 16 Jul, 2026
Average returns	9.81%	9.64%	10.11%	9.60%
Standard deviation	7.41%	2.70%	1.73%	0.43%
Best returns	38.46% 1 year ending on 26 Mar, 2021	17.10% 3 years ending on 05 Apr, 2023	16.10% 5 years ending on 21 Apr, 2025	10.80% 7 years ending on 17 Nov, 2025
Worst returns	-12.11% 1 year ending on 24 Mar, 2020	0.37% 3 years ending on 23 Mar, 2020	7.45% 5 years ending on 02 Feb, 2023	8.51% 7 years ending on 06 Nov, 2023
Period with positive return	93.75%	100.00%	100.00%	100.00%
Period with return > 5%	74.01%	91.01%	100.00%	100.00%
Period with return > 10%	47.05%	57.21%	50.08%	14.68%
Period with return > 15%	20.75%	1.56%	0.85%	0.00%
Beat % Category	48.54%	48.77%	51.24%	15.19%
Beat % Benchmark	28.88%	5.81%	0.00%	0.00%

Trailing Returns

Point-to-point returns of DSP Equity Savings Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-5%

10%

0.8%

1.8%

-7.2%

YTD

0.6%

1.1%

0.7%

1 M

0.9%

2.1%

-5.7%

6 M

3.0%

4.5%

-3.4%

1 Y

9.2%

9.3%

8.2%

3 Y

8.4%

8.7%

9.9%

5 Y

9.1%

9.0%

12.3%

10 Y

Fund

Hybrid: Equity Savings

NIFTY Equity Savings Total Return Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	0.82%	0.60%	0.95%	3.02%	9.22%	8.38%	9.11%	9.42%
Hybrid: Equity Savings	1.79%	1.07%	2.06%	4.53%	9.31%	8.67%	9.02%	-
NIFTY Equity Savings Total Return Index	-7.23%	0.66%	-5.72%	-3.42%	8.17%	9.90%	12.27%	-
Rank in category	17	19	18	18	12	12	8	-
Funds in category	24	24	24	22	21	21	12	-

Period Returns

Calendar-year, quarterly and monthly return history of DSP Equity Savings Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of DSP Equity Savings Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of DSP Equity Savings Fund Direct-Growth?

DSP Equity Savings Fund Direct-Growth has delivered a 1-year return of 3.02% as of 16 Jul 2026. During the same period, its benchmark NIFTY Equity Savings Total Return Index returned -3.42%. The fund has outperformed its benchmark over this period.

What are the 3-year returns of DSP Equity Savings Fund Direct-Growth?

DSP Equity Savings Fund Direct-Growth has delivered a 3-year CAGR of 9.22% as of 16 Jul 2026. Its benchmark NIFTY Equity Savings Total Return Index returned 8.17% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.

What are the 5-year returns of DSP Equity Savings Fund Direct-Growth?

DSP Equity Savings Fund Direct-Growth has delivered a 5-year CAGR of 8.38% as of 16 Jul 2026. Its benchmark NIFTY Equity Savings Total Return Index returned 9.90% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.

What are the returns of DSP Equity Savings Fund Direct-Growth since inception?

Since its launch on 27 Mar 2016, DSP Equity Savings Fund Direct-Growth has delivered a CAGR of 9.42%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has DSP Equity Savings Fund Direct-Growth performed vs its category over the long term?

Over the long term, DSP Equity Savings Fund Direct-Growth has ranked 12 out of 21 funds in the Hybrid: Equity Savings category on a 3-year basis, and 12 out of 21 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.

What is the Sharpe ratio of DSP Equity Savings Fund Direct-Growth?

The Sharpe ratio of DSP Equity Savings Fund Direct-Growth is 0.81 (as of 16 Jul 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.

What is the alpha of DSP Equity Savings Fund Direct-Growth?

The alpha of DSP Equity Savings Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of DSP Equity Savings Fund Direct-Growth?

The beta of DSP Equity Savings Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of DSP Equity Savings Fund Direct-Growth?

The average 1-year and 3-year rolling returns of DSP Equity Savings Fund Direct-Growth is 9.81% and 9.64% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

05 Apr, 2017 - 16 Jul, 2026

09 Apr, 2019 - 16 Jul, 2026

23 Apr, 2021 - 16 Jul, 2026

03 May, 2023 - 16 Jul, 2026

Average returns

9.81%

9.64%

10.11%

9.60%

Standard deviation

7.41%

2.70%

1.73%

0.43%

Best returns

38.46%

1 year ending on 26 Mar, 2021

17.10%

3 years ending on 05 Apr, 2023

16.10%

5 years ending on 21 Apr, 2025

10.80%

7 years ending on 17 Nov, 2025

Worst returns

-12.11%

1 year ending on 24 Mar, 2020

0.37%

3 years ending on 23 Mar, 2020

7.45%

5 years ending on 02 Feb, 2023

8.51%

7 years ending on 06 Nov, 2023

Period with positive return

93.75%

100.00%

Period with return > 5%

74.01%

91.01%

100.00%

Period with return > 10%

47.05%

57.21%

50.08%

14.68%

Period with return > 15%

20.75%

1.56%

0.85%

0.00%

Beat % Category

48.54%

48.77%

51.24%

15.19%

Beat % Benchmark

28.88%

5.81%

0.00%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

0.82%

0.60%

0.95%

3.02%

9.22%

8.38%

9.11%

9.42%

Hybrid: Equity Savings

1.79%

1.07%

2.06%

4.53%

9.31%

8.67%

9.02%

NIFTY Equity Savings Total Return Index

-7.23%

0.66%

-5.72%

-3.42%

8.17%

9.90%

12.27%

Rank in category

Funds in category

Frequently Asked Questions

What are the 1-year returns of DSP Equity Savings Fund Direct-Growth?

What are the 3-year returns of DSP Equity Savings Fund Direct-Growth?

What are the 5-year returns of DSP Equity Savings Fund Direct-Growth?

What are the returns of DSP Equity Savings Fund Direct-Growth since inception?

How has DSP Equity Savings Fund Direct-Growth performed vs its category over the long term?

What is the Sharpe ratio of DSP Equity Savings Fund Direct-Growth?

What is the alpha of DSP Equity Savings Fund Direct-Growth?

The alpha of DSP Equity Savings Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of DSP Equity Savings Fund Direct-Growth?

The beta of DSP Equity Savings Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of DSP Equity Savings Fund Direct-Growth?

DSP Equity Savings Fund Direct-Growth

Rolling Returns Analysis

Trailing Returns

Period Returns

Historical Performance

Compare performance with respect toAdd benchmark

Frequently Asked Questions

Rolling Returns Analysis

Trailing Returns

Period Returns

Historical Performance

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Frequently Asked Questions

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