Mutual Funds
DSP Short Term Fund - Regular Plan - Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
India OE Short-term Bond
Total Net Assets (mil)
34,037.98 INR
Morningstar® Benchmark
CRISIL Short Term Bond Fund TR INR
Used throughout report
Fund Benchmark
CRISIL Short Term Bond Fund TR INR


TRAILING RETURNS (%) FUND BENCHMARK CATEGORY
3M1.04 2.39 0.75
6M2.80 4.74 2.79
1Y 7.80 10.62 2.45
3Y* 6.84 7.91 4.24
5Y* 7.28 8.28 5.23
10Y* 7.93 8.27 6.06
*Annualised Return Data Through 17/03/2020
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2020 - - - -
2019 2.40 1.77 2.56 2.02
2018 1.54 0.11 1.41 2.66
2017 1.31 2.04 1.90 0.35
2016 2.07 2.09 2.79 1.66
RISK MEASURES
3Y Alpha -0.99
3Y Beta 1.08
3Y R-Squared 91.79
3Y Info Ratio -1.40
3Y Tracking Error 0.48
3Y Sharpe Ratio 2.27
3Y Std Dev 1.64
3Y Risk Avg
5Y Risk Avg
10Y Risk bel avg
Calculations use CRISIL Short Term Bond Fund TR INR (where applicable)

Morningstar Style BoxTM


* Report as of 18 Mar 2020


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