hybridLow risk

DSP Equity Savings Fund - Direct Plan - Quarterly IDCW

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

₹17.136

▲ 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

₹98.3k

▼ ₹1.7k loss · -1.7% / year

Invested 3 years ago

₹1.11 L

▲ ₹10.6k gain · 3.4% / year

Invested 5 years ago

₹1.13 L

▲ ₹13.1k gain · 2.5% / 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

4.3%

The value swings roughly 4% 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 year-1.70%

CAGR — 3 years3.40%

CAGR — 5 years2.49%

CAGR — since launch5.25%

Volatility — 1 year (annualised)4.35%

Volatility — 3 years (annualised)4.31%

Max drawdown — 1 year-4.70%

Max drawdown — 3 years-4.93%

Sharpe ratio — 1 year (rf=6%)-1.78

Sharpe ratio — 3 years (rf=6%)-0.60

Fund info

Fund house: DSP Mutual Fund
Category: Hybrid Scheme - Equity Savings
Plan: Direct
Option: IDCW
ISIN (Growth): INF740KA1553
ISIN (Div re-invest): INF740KA1561
Fund code: 136570
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.