Compare funds
| DSP Value Fund - Direct Plan - Growth | |
|---|---|
| category | Value Fund |
| benchmark | - |
| history from | 2020-12-11 |
| rating (overall) | ★★★★☆ |
| 3y / 5y / 10y stars | 5 / 4 / - |
| return 1Y | 8.31% |
| return 3Y | 17.84% |
| return 5Y | 13.53% |
| return 10Y | - |
| vs benchmark 1Y | - |
| vs benchmark 3Y | - |
| vs benchmark 5Y | - |
| 3y volatility | 11.36% |
| 3y worst fall | -13.69% |
| 3y Sharpe | 0.87 |
| 3y Sortino | 1.44 |
| 3y alpha | - |
| 3y beta | - |
| 3y information ratio | - |
| 3y up / down capture | - |
| 3y risk-adj. rank in category | 5th of 21 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.