DSP Short Term Fund
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1–3 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation9.7%
Sharpe Ratio0.13
Beta-2.23
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
7.81% Govt Stock 2033Utilities11.98%
6.79% Govt Stock 2034Utilities11.12%
INDIA UNIVERSAL TRUST AL1Utilities4.02%
Small Industries Development Bank Of IndiaUtilities2.85%
Titan Company LimitedUtilities2.80%
Treps / Reverse Repo InvestmentsUtilities2.76%
Rec LimitedUtilities2.76%
Bajaj Finance LimitedUtilities2.71%
6.33% Gsec Mat - 05/05/2035Utilities2.69%
Muthoot Finance LimitedUtilities2.30%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.95%
Regulatory & Tax Information
INF740K01AF0
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)