• 1 Year Returns: -13.17%
• 3 Year Returns: 10.32%
• 5 Year Returns: 12.65%

• Auto Parts | 12.78%
• Diversified Chemicals | 7.76%
• Pharmaceuticals | 7.72%
• Miscellaneous | 7.34%
• IT Services & Consulting | 5.42%

• TREPS / Reverse Repo Investments | 7.34%
• Lumax AutoTechnologies Ltd | 5.60%
• Thangamayil Jewellery Ltd | 3.21%
• eClerx Services Limited | 2.96%
• Jubilant Ingrevia Ltd | 2.91%

• Equity | 92.69%
• Cash & Equivalents | 7.31%

The alpha ratio for the DSP Small Cap Fund(IDCW-Reinv) is 20.52

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 Small Cap Fund(IDCW-Reinv) is 17.54

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 Small Cap Fund(IDCW-Reinv) is -0.53

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 Small Cap Fund(IDCW-Reinv) is -0.05

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.