mutual funds dsp short term fund direct plangrowth

performance

DSP Short Term Fund Direct Plan-Growth

Debt: Short Duration - Growth (Open ended)

DSP Short Term Fund Direct Plan-GrowthNAV: 53.75 as on 16 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: ModerateCategory: Debt: Short DurationBenchmark: CRISIL Short Duration Debt A-II Index

NAV: ₹53.75+0.09%

16 Jul 2026

Rolling Returns Analysis

Rolling annualized returns of DSP Short Term Fund Direct Plan-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	15 Jan, 2014 - 16 Jul, 2026	16 Feb, 2016 - 16 Jul, 2026	12 Mar, 2018 - 16 Jul, 2026	31 Mar, 2020 - 22 Jan, 2026
Average returns	8.13%	7.86%	7.72%	7.88%
Standard deviation	2.50%	1.51%	0.99%	0.84%
Best returns	12.52% 1 year ending on 16 Jul, 2020	11.27% 3 years ending on 05 Oct, 2016	9.28% 5 years ending on 05 Apr, 2018	9.69% 7 years ending on 23 Nov, 2020
Worst returns	2.38% 1 year ending on 28 Sep, 2022	4.86% 3 years ending on 28 Dec, 2023	6.12% 5 years ending on 20 Jan, 2026	6.82% 7 years ending on 01 Feb, 2024
Period with positive return	100.00%	100.00%	100.00%	100.00%
Period with return > 5%	84.44%	97.31%	100.00%	100.00%
Period with return > 10%	26.36%	9.89%	0.00%	0.00%
Period with return > 15%	0.00%	0.00%	0.00%	0.00%
Beat % Category	37.93%	46.40%	39.45%	43.56%
Beat % Benchmark	35.38%	12.90%	10.26%	3.82%

Trailing Returns

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

-5%

10%

3.1%

-7.2%

YTD

0.7%

1 M

3.3%

3.2%

-5.7%

6 M

5.4%

5.5%

-3.4%

1 Y

7.4%

7.5%

8.2%

3 Y

6.3%

6.8%

9.9%

5 Y

7.1%

12.3%

10 Y

Fund

Debt: Short Duration

CRISIL Short Duration Debt A-II Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	3.09%	0.70%	3.25%	5.39%	7.41%	6.34%	7.11%	7.74%
Debt: Short Duration	3.11%	0.69%	3.23%	5.53%	7.50%	6.81%	7.13%	-
CRISIL Short Duration Debt A-II Index	-7.23%	0.66%	-5.72%	-3.42%	8.17%	9.90%	12.27%	-
Rank in category	12	14	10	18	19	17	10	-
Funds in category	26	28	26	26	25	22	17	-

Period Returns

Calendar-year, quarterly and monthly return history of DSP Short Term Fund Direct Plan-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 Short Term Fund Direct Plan-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 Short Term Fund Direct Plan-Growth?

DSP Short Term Fund Direct Plan-Growth has delivered a 1-year return of 5.39% as of 16 Jul 2026. During the same period, its benchmark CRISIL Short Duration Debt A-II Index returned -3.42%. The fund has outperformed its benchmark over this period.

What are the 3-year returns of DSP Short Term Fund Direct Plan-Growth?

DSP Short Term Fund Direct Plan-Growth has delivered a 3-year CAGR of 7.41% as of 16 Jul 2026. Its benchmark CRISIL Short Duration Debt A-II 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 Short Term Fund Direct Plan-Growth?

DSP Short Term Fund Direct Plan-Growth has delivered a 5-year CAGR of 6.34% as of 16 Jul 2026. Its benchmark CRISIL Short Duration Debt A-II 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 Short Term Fund Direct Plan-Growth since inception?

Since its launch on 31 Dec 2012, DSP Short Term Fund Direct Plan-Growth has delivered a CAGR of 7.74%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has DSP Short Term Fund Direct Plan-Growth performed vs its category over the long term?

Over the long term, DSP Short Term Fund Direct Plan-Growth has ranked 19 out of 25 funds in the Debt: Short Duration category on a 3-year basis, and 17 out of 22 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 Short Term Fund Direct Plan-Growth?

The Sharpe ratio of DSP Short Term Fund Direct Plan-Growth is 1.06 (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 Short Term Fund Direct Plan-Growth?

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

What is the beta of DSP Short Term Fund Direct Plan-Growth?

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

What are the rolling returns of DSP Short Term Fund Direct Plan-Growth?

The average 1-year and 3-year rolling returns of DSP Short Term Fund Direct Plan-Growth is 8.13% and 7.86% 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

15 Jan, 2014 - 16 Jul, 2026

16 Feb, 2016 - 16 Jul, 2026

12 Mar, 2018 - 16 Jul, 2026

31 Mar, 2020 - 22 Jan, 2026

Average returns

8.13%

7.86%

7.72%

7.88%

Standard deviation

2.50%

1.51%

0.99%

0.84%

Best returns

12.52%

1 year ending on 16 Jul, 2020

11.27%

3 years ending on 05 Oct, 2016

9.28%

5 years ending on 05 Apr, 2018

9.69%

7 years ending on 23 Nov, 2020

Worst returns

2.38%

1 year ending on 28 Sep, 2022

4.86%

3 years ending on 28 Dec, 2023

6.12%

5 years ending on 20 Jan, 2026

6.82%

7 years ending on 01 Feb, 2024

Period with positive return

100.00%

Period with return > 5%

84.44%

97.31%

100.00%

Period with return > 10%

26.36%

9.89%

0.00%

Period with return > 15%

0.00%

Beat % Category

37.93%

46.40%

39.45%

43.56%

Beat % Benchmark

35.38%

12.90%

10.26%

3.82%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

3.09%

0.70%

3.25%

5.39%

7.41%

6.34%

7.11%

7.74%

Debt: Short Duration

3.11%

0.69%

3.23%

5.53%

7.50%

6.81%

7.13%

CRISIL Short Duration Debt A-II Index

-7.23%

0.66%

-5.72%

-3.42%

8.17%

9.90%

12.27%

Rank in category

Funds in category