Comparative Performance

  • Regular plan
  • Direct plan
  • Lumpsum
  • SIP
  • 1Y
  • 3Y
  • 5Y
  • Since Inception

Calculation for Lumpsum investment of 10,000 3 years in Regular plan

Funds and benchmarks CAGR Portfolio value Latest NAV Date of allotment  

^ Fund Benchmark # Standard Benchmark


(a) TRI - Total Return Index.

(b) ^Scheme Benchmark. #Standard Benchmark. Different plans shall have a different expense structure.

(c) Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments.

(d) Returns above 1 year are Compounded Annualized.

(e) Load is not taken into consideration for computation of performance.

(f) Performance of Closed ended schemes are not provided as their performance are not strictly comparable with performance of open-ended schemes.

(g) SIP returns are calculated by XIRR approach assuming investment on the 1st working day of every month. XIRR helps in calculating return on investments given an initial and final value and a series of cash inflows and outflows with the correct allowance for the time impact of the transactions. Load is not taken into consideration for computation of performance

*Income Distribution cum Capital Withdrawal

There is no assurance of any returns/capital protection/capital guarantee to the investors in this scheme of DSP Mutual Fund.

Disclaimer: The above investment simulation is for illustrative purposes only and should not be construed as a promise on minimum returns and safeguard of capital. The AMC / Mutual Fund is not guaranteeing or promising or forecasting any returns. SIP does not assure a profit or guarantee protection against a loss in a declining market.

Comparative Performance
Lumpsum & SIP
IDCW/Dividend History
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