How to check the XIRR of DSP Low Duration Fund - Direct Plan - Growth?

You can track the exact XIRR and portfolio overlapping of DSP Low Duration Fund - Direct Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for DSP Low Duration Fund - Direct Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare DSP Low Duration Fund - Direct Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

DSP Low Duration Fund - Direct Plan - Growth

DSP Mutual Fund

Expense Ratio: 0.3

Risk: Low to Moderate

Debt Scheme - Low Duration Fund

Plan: Direct

Benchmark: NIFTY Low Duration Debt Index A-I

Inception: 27-02-2015

Exit Load: Nil

Fund Size:₹6,278.41 Cr

Performance

Fund5.96%

Cat. Avg.6.20%

Fund7.09%

Cat. Avg.7.34%

Fund7.18%

Cat. Avg.7.39%

Fund6.36%

Cat. Avg.6.58%

10Y

Fund6.82%

Cat. Avg.6.85%

Fund7.10%

Cat. Avg.6.84%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	National Bank for Agriculture and Rural Development	DEBT	CD	CRISIL A1	6.89%	410.45	9.67%
2	Small Industries Development Bank of India	DEBT	CD	CRISIL A1	6.92%	377.34	8.89%
3	HDFC Bank Limited	DEBT	CD	CRISIL A1	6.85%	302.07	7.12%
4	REC Limited	DEBT	Bond/NCD	ICRA AAA	7.19%	287.42	6.77%
5	Bajaj Housing Finance Limited	DEBT	Bond/NCD	CRISIL AAA	7.39%	286.37	6.75%
6	Bank of Baroda	DEBT	CD	IND A1	6.77%	265.37	6.25%
7	Bajaj Finance Limited	DEBT	Bond/NCD	CRISIL AAA	7.60%	221.34	5.22%
8	Bharti Telecom Limited	DEBT	Bond/NCD	CRISIL AAA	7.87%	213.99	5.04%
9	Canara Bank	DEBT	CD	CRISIL A1	6.79%	191.66	4.52%
10	364 DAYS T-BILL 2027	DEBT	T-Bills	Sovereign	5.48%	130.44	3.07%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61812	+3.0%	+6.2%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.7%	+6.6%
3Y	07 Aug, 23	1.80 L.	1.99 L.	+10.8%	+7.0%
5Y	09 Aug, 21	3 L.	3.56 L.	+18.7%	+6.9%
10Y	08 Aug, 16	6 L.	8.41 L.	+40.2%	+6.6%
SI	07 Apr, 15	6.80 L.	10.05 L.	+47.8%	+6.7%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.06 L.	+5.9%	N/A
2Y	22 Jul, 24	1 L.	1.15 L.	+14.6%	+7.1%
3Y	20 Jul, 23	1 L.	1.23 L.	+23.1%	+7.2%
5Y	20 Jul, 21	1 L.	1.36 L.	+36.1%	+6.4%
10Y	20 Jul, 16	1 L.	1.93 L.	+93.4%	+6.8%
SI	11 Mar, 15	1 L.	2.18 L.	+118.0%	+7.1%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.