Investment Objective
The Fund Aims At Reasonable And Attractive Return Consistent With Prudent Risk From A Portfolio Of High Quality Debt Instruments.The Secondary Objectine Is To Generate Capital Appreciation.
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At a glance
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Portfolio
As of 8 Oct 2026
Asset class
Market cap
Key figures
How it compares
Trailing Returns
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 7Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|
| This fund | -0.82% | -0.47% | +2.59% | +2.52% | +3.33% | +6.67% | +5.69% | +6.07% | +5.46% |
Calendar Year Returns vs Benchmark
Comparison with CRISIL Medium Duration Fund Index
More detail
Monthly returns, rolling returns, risk measures and the full NAV history.
DSP Medium Term Fund Growth is a Medium Term Fund fixed income fund from DSP Investment Managers Private Limited, launched on 29 Apr 1997. Its benchmark is the CRISIL Medium Duration Fund Index. The expense ratio is 0.78% a year. It manages ₹251 crore. The NAV was ₹86.11 on 8 Oct 2026.
| Period | Return | Volatility a year |
|---|---|---|
| Last 1 year | +3.33% | 2.49% |
| Last 3 years | +6.67% a year | 1.93% |
| Last 5 years | +5.69% a year | 1.86% |
| Last 10 years | +5.46% a year | 3.02% |
Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 7 Oct 2026.
From 2017 to 2026, the fund returned more than the CRISIL Medium Duration Fund Index in 1 of 10 calendar years. The 2026 figure is year to date.
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| 2026 YTD |
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| This fund | +5.02% | +3.63% | +3.00% | +9.97% | +3.43% | +2.89% | +7.03% | +7.64% | +7.81% | +2.52% |
| Benchmark | +5.31% | +7.36% | +9.76% | +11.07% | +3.58% | +2.75% | +7.49% | +8.10% | +8.15% | +48.26% |
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