• 1 Year Returns: -1.81%
• 3 Year Returns: 7.03%
• 5 Year Returns: 4.63%

• Private Banks | 24.70%
• Public Banks | 11.63%
• G-Sec | 8.10%
• Specialized Finance | 8.05%
• Consumer Finance | 4.15%

• HDFC Bank Ltd | 8.69%
• ICICI Bank Ltd | 7.25%
• State Bank of India | 3.09%
• Axis Bank Ltd | 3.03%
• 7.32% GOI 2030 | 3.03%

• Equity | 66.56%
• Corporate Debt | 19.63%
• Government Securities | 8.10%
• Cash & Equivalents | 3.64%
• Certificate of Deposit | 1.30%

The alpha ratio for the DSP Dynamic Asset Allocation Fund(M-IDCW Reinv) is 1.20

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the DSP Dynamic Asset Allocation Fund(M-IDCW Reinv) is 5.46

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the DSP Dynamic Asset Allocation Fund(M-IDCW Reinv) is -0.26

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the DSP Dynamic Asset Allocation Fund(M-IDCW Reinv) is -0.03

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.