DSP Short Term Fund (Debt, Debt Short Duration)

17 yrs 7 monthsStarted on:09 Sep 2002
₹ 3403.8 Cras on: 27 Mar 2020
Mid Term & Long Horizon
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks to generate income commensurate with prudent risk, from a portfolio constituted of money market securities and debt securities.

Exit Load


Scheme Documents

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TenureReturns (CAGR)
3 Month1.68
1 YR8.55
2 YR7.51
3 YR7.03

SIP Returns

TenureReturns (CAGR)
1 YR7.57
2 YR8.3
3 YR7.56
5 YR7.32
10 YR7.91


Company Name% Assets
Housing Development Finance Corpn. Ltd. 18/03/2022 8.58%8.32
HDFC Bank Ltd. 31/12/2099 8.85%6.43
Hindustan Petroleum Corpn. Ltd. 14/08/20246.2
National Highways Authority of India Ltd. 18/03/2022 7.60%5.57
ICICI Bank Ltd. 31/12/2050 9.20%4.9
GOI 08/01/2028 7.17%3.85
GOI 28/01/2024 7.32%3.11
Export-Import Bank Of India 18/02/2025 6.35%2.92
Reliance Industries Ltd. 08/03/2022 8.30%2.72
REC Ltd. 20/03/2025 6.88%2.64

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation1.65%
Sharpe Ratio0.85

Laukik Bagwe,Saurabh Bhatia

Mr. Bagwe is a B.Com (H) and PGDBA (Finance)Mr. Bhatia holds Post Graduation Diploma in Business Management, Finance.
Prior to joining DSPBR he has worked with Derivium Capital and Securities Pvt. Ltd. and with Birla Sun Life Securities Ltd.Prior to joining DSPBR Mutual Fund, had worked with ICICI Bank, HSBC Global Asset Management.

Other Funds Managed by Laukik Bagwe,Saurabh Bhatia