hybridLow risk

DSP Equity Savings Fund - Direct Plan - Growth

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From DSP Mutual Fund. It's been running since 30 Mar 2016.

Latest price per unit

₹25.168

▲ 0.04% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.03 L

▲ ₹3.1k gain · 3.1% / year

Invested 3 years ago

₹1.28 L

▲ ₹27.9k gain · 8.6% / year

Invested 5 years ago

₹1.45 L

▲ ₹45.0k gain · 7.7% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

3.4%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-18.89%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year3.07%

CAGR — 3 years8.55%

CAGR — 5 years7.71%

CAGR — since launch9.20%

Volatility — 1 year (annualised)3.37%

Volatility — 3 years (annualised)3.43%

Max drawdown — 1 year-2.74%

Max drawdown — 3 years-2.74%

Sharpe ratio — 1 year (rf=6%)-0.86

Sharpe ratio — 3 years (rf=6%)0.70

Fund info

Fund house: DSP Mutual Fund
Category: Hybrid Scheme - Equity Savings
Plan: Direct
Option: Growth
ISIN (Growth): INF740KA1504
ISIN (Div re-invest): —
Fund code: 136567
First price on record: 30 Mar 2016 · 2,575 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.