DSP Equity Savings Fund
Direct · Growth ₹25.23
18 Aug 2026
NAV
9.5%
3Y CAGR
9.9%
5Y CAGR
9.2%
10Y CAGR
9.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
14.63
Sharpe
-18.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.70%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.46 L | 9.6% | -28.6% | 35.8% |
| 3 Years | ₹36.00 L | ₹41.72 L | 9.5% | -7.1% | 17.1% |
| 5 Years | ₹60.00 L | ₹77.19 L | 10.5% | 7.8% | 13.7% |
| 7 Years | ₹84.00 L | ₹1.20 Cr | 10.2% | 8.1% | 12.1% |
| 10 Years | ₹1.20 Cr | ₹1.92 Cr | 9.2% | 8.9% | 9.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 9.6% | 9.0% |
| 3 Years | 9.5% | 9.5% |
| 5 Years | 10.5% | 9.6% |
| 7 Years | 10.2% | 9.6% |
| 10 Years | 9.2% | 9.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.6% | 9.2% | -12.3% | 37.4% | 0.42 | 0.99 | 94% | — | — |
| 3 Years | 9.5% | 10.1% | -0.0% | 16.7% | 1.11 | 2.83 | 100% | — | — |
| 5 Years | 9.9% | 9.7% | 7.4% | 15.8% | 2.00 | — | 100% | — | — |
| 10 Years | 9.2% | 9.3% | 8.8% | 9.5% | 14.63 | — | 100% | — | — |
-18.9%
Max Drawdown
1 mo
Drawdown Duration
7 mo
Recovery Time
-1.2%
Avg Drawdown
Calmar Ratio by Duration
0.51
1Y
0.50
3Y
0.53
5Y
0.50
7Y
0.49
10Y
65
Total Holdings
24.4%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Limited | 4.69% |
| 2 | Reliance Industries Limited | 3.11% |
| 3 | ICICI Bank Limited | 2.41% |
| 4 | Vodafone Idea Limited | 2.35% |
| 5 | Bajaj Finance Limited | 2.13% |
| 6 | ITC Limited | 2.02% |
| 7 | Mahindra & Mahindra Limited | 2.00% |
| 8 | Bharti Airtel Limited | 1.97% |
| 9 | Cipla Limited | 1.88% |
| 10 | Hindalco Industries Limited | 1.87% |