How to check the XIRR of DSP Short Term Fund - Direct Plan - Growth?

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How to check portfolio overlap for DSP Short Term Fund - Direct Plan - Growth?

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

DSP Short Term Fund - Direct Plan - Growth

DSP Mutual Fund

Expense Ratio: 0.35

Risk: Moderate

Debt Scheme - Short Duration Fund

Plan: Direct

Benchmark: CRISIL Short Duration Debt A-II Index

Inception: 30-08-2002

Exit Load: Nil

Fund Size:₹3,896.26 Cr

Performance

Fund5.39%

Cat. Avg.5.60%

Fund7.45%

Cat. Avg.7.59%

Fund7.44%

Cat. Avg.7.58%

Fund6.34%

Cat. Avg.6.86%

10Y

Fund7.12%

Cat. Avg.7.17%

Fund7.74%

Cat. Avg.9.03%

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	Small Industries Development Bank of India	DEBT	Bond/NCD	CRISIL AAA	7.51%	275.84	9.50%
2	Export-Import Bank of India	DEBT	Bond/NCD	CRISIL AAA	7.41%	228.25	7.86%
3	REC Limited	DEBT	Bond/NCD	CRISIL AAA	7.45%	218.03	7.51%
4	Power Finance Corporation Limited	DEBT	Bond/NCD	CRISIL AAA	7.51%	204.53	7.05%
5	Bharti Telecom Limited	DEBT	Bond/NCD	CRISIL AAA	8.05%	196.04	6.75%
6	Bajaj Finance Limited	DEBT	Bond/NCD	CRISIL AAA	7.88%	183.25	6.31%
7	National Bank for Agriculture and Rural Development	DEBT	Bond/NCD	ICRA AAA	7.54%	181.71	6.26%
8	6.48% GOI 2035	DEBT	G-Sec	Sovereign	7.02%	149.17	5.14%
9	LIC Housing Finance Limited	DEBT	Bond/NCD	CRISIL AAA	7.65%	143.69	4.95%
10	India Universal Trust	DEBT	Securitised Debt	IND AAA(SO)	8.47%	139.33	4.80%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61748	+2.9%	+6.1%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.6%	+6.7%
3Y	07 Aug, 23	1.80 L.	2.00 L.	+11.0%	+7.2%
5Y	09 Aug, 21	3 L.	3.57 L.	+19.1%	+7.1%
10Y	08 Aug, 16	6 L.	8.52 L.	+42.1%	+6.9%
SI	07 Jan, 13	8.15 L.	13.59 L.	+66.7%	+7.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.05 L.	+5.4%	+5.4%
2Y	16 Jul, 24	1 L.	1.15 L.	+15.5%	+7.5%
3Y	17 Jul, 23	1 L.	1.24 L.	+23.9%	+7.4%
5Y	16 Jul, 21	1 L.	1.36 L.	+36.0%	+6.3%
10Y	18 Jul, 16	1 L.	1.99 L.	+98.8%	+7.1%
SI	02 Jan, 13	1 L.	2.75 L.	+174.5%	+7.7%

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.