• 1 Year Returns: 8.58%
• 3 Year Returns: 6.83%
• 5 Year Returns: 6.39%

• Auto Parts | 14.67%
• Miscellaneous | 11.41%
• Pharmaceuticals | 8.14%
• Diversified Chemicals | 5.66%
• Heavy Machinery | 4.98%

• TREPS / Reverse Repo Investments | 11.41%
• Lumax Auto Technologies Limited | 5.16%
• Kirloskar Oil Engines Ltd | 3.77%
• Thangamayil Jewellery Ltd | 3.37%
• Welspun Corp Ltd | 2.94%

• Equity | 88.65%
• Cash & Equivalents | 11.35%

The alpha ratio for the DSP Small Cap Fund(IDCW-Reinv) is 11.29

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 16.23

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 0.84

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 0.09

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.