Should I invest in DSP Focused Fund?

We don't give personal investment advice. DSP Focused Fund - Regular Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.0%. 5-year CAGR: 10.47%.

DSP

DSP Focused Fund - Regular Plan - Growth

Latest NAV

₹51.5810

As of

3 Jun 2026

3,935 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.06%	+0.21%	-0.27	17 / 18	Q4
1W	-1.95%	-1.77%	-0.18	10 / 18	Q3
2W	-0.71%	+0.02%	-0.73	14 / 18	Q4
1M	-1.40%	-0.50%	-0.90	11 / 18	Q3
3M	-4.39%	-0.40%	-3.98	16 / 18	Q4
6M	-7.95%	-4.36%	-3.58	13 / 18	Q3
YTD	-8.06%	-4.51%	-3.55	14 / 18	Q4
1Y	-4.19%	-0.57%	-3.61	12 / 18	Q3
2Y	+2.53%	+2.64%	-0.11	10 / 18	Q3
3Y	+14.34%	+12.33%	+2.01	5 / 17	Q2
4Y	+14.01%	+12.41%	+1.60	4 / 14	Q2
5Y	+10.47%	+10.88%	-0.41	9 / 12	Q3
7Y	+11.56%	+11.99%	-0.43	3 / 6	Q2
10Y	+11.54%	+12.34%	-0.80	3 / 4	Q3
Inception	+10.72%	+13.19%	-2.46	14 / 18	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-8.06%	-4.51%	-3.55	14 / 18
2025	+6.97%	+3.22%	+3.75	4 / 18
2024	+18.22%	+19.16%	-0.94	7 / 17
2023	+33.95%	+25.63%	+8.32	2 / 15
2022	-4.46%	-1.51%	-2.95	10 / 13
2021	+22.23%	+31.22%	-8.98	10 / 11
2020	+9.14%	+17.05%	-7.91	8 / 8
2019	+17.56%	+18.78%	-1.21	2 / 4
2018	-4.81%	-3.46%	-1.35	3 / 4
2017	+28.20%	+32.85%	-4.65	4 / 4
2016	+4.77%	+4.86%	-0.08	2 / 4

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+12.99%

183 windows

min -27.8% · max 74.5%

73% positive

3-Year rolling

+12.97%

159 windows

min -6.7% · max 27.0%

94% positive

5-Year rolling

+12.73%

134 windows

min -1.5% · max 22.3%

99% positive

7-Year rolling

+12.07%

110 windows

min 7.3% · max 15.4%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.97%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

0.93

Downside-only deviation

Max drawdown

-16.18%

Sep 2024 → Feb 2025

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Focused Fund

Scheme	Fund house	NAV	As of
Invesco India Focused Fund - Regular Plan - Growth	Invesco	₹26.1200	3 Jun 2026
Motilal Oswal Focused Fund - Regular Plan Growth Option	Motilal Oswal	₹46.5440	3 Jun 2026
Mirae Asset Focused Fund Regular Plan Growth	Mirae Asset	₹23.1610	3 Jun 2026
Kotak Focused Fund- Regular plan _ Growth Option	Kotak	₹25.6600	3 Jun 2026
Edelweiss Focused Fund - Regular Plan - Growth	Edelweiss	₹15.8590	3 Jun 2026
HSBC Focused Fund - Regular Growth	HSBC	₹25.0387	3 Jun 2026
BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option	Baroda BNP Paribas	₹20.3253	3 Jun 2026
Canara Robeco Focused Fund - Regular Plan - Growth Option	Canara Robeco	₹18.5700	3 Jun 2026
UTI Focused Fund - Regular Plan - Growth Option	UTI	₹14.4988	3 Jun 2026
Axis Focused Fund - Regular Plan - Growth Option	Axis	₹50.5900	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹51.5810
2 Jun 2026	₹51.7400
1 Jun 2026	₹51.7720
29 May 2026	₹52.0890
27 May 2026	₹52.6620
26 May 2026	₹52.7710
25 May 2026	₹52.9050
22 May 2026	₹52.1800
21 May 2026	₹52.0600
20 May 2026	₹52.0270

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of DSP Focused Fund - Regular Plan - Growth is ₹51.5810. It's a Focused Fund from DSP, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

DSP Focused Fund - Regular Plan - Growth has NAV history starting from 15 Jun 2010, a track record of about 15 years 11 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

DSP Focused Fund - Regular Plan - Growth is managed by DSP. It's classified by AMFI under the 'Focused Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, DSP Focused Fund - Regular Plan - Growth has delivered a absolute return of -4.19% — -3.61 pp behind the Focused Fund category average of -0.57%. The fund ranks #12 of 18 in its category — the third (Q3) quartile.

Over the trailing 3-year window, DSP Focused Fund - Regular Plan - Growth has delivered a CAGR of 14.34% — +2.01 pp ahead of the Focused Fund category average of 12.33%. The fund ranks #5 of 17 in its category — the second (Q2) quartile.

Over the trailing 5-year window, DSP Focused Fund - Regular Plan - Growth has delivered a CAGR of 10.47% — -0.41 pp behind the Focused Fund category average of 10.88%. The fund ranks #9 of 12 in its category — the third (Q3) quartile.

₹1 lakh invested in DSP Focused Fund - Regular Plan - Growth exactly 10 years ago would be worth approximately ₹298,040 today — a multiplier of 2.98×, based on the 10-year CAGR of 11.54%. The category average over the same window would have grown ₹1 lakh to ₹320,163.

A ₹10,000 monthly SIP in DSP Focused Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹764,348 today. That's an XIRR (money-weighted annualised return) of 9.61%.

A ₹10,000 monthly SIP for 10 years in DSP Focused Fund - Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,168,178 (multiplier 1.81×). XIRR: 11.38%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, DSP Focused Fund - Regular Plan - Growth ranks #9 out of 12 funds in the Focused Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 10.88%; this fund delivered 10.47%.

The worst peak-to-trough decline DSP Focused Fund - Regular Plan - Growth has experienced over the last 5-year window is 21.03% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, DSP Focused Fund - Regular Plan - Growth averaged 12.73% (best 22.32%, worst -1.54%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.33 — weak risk-adjusted performance.

In calendar year 2025, DSP Focused Fund - Regular Plan - Growth returned 6.97% — beating the Focused Fund category average of 3.22% by 3.75 pp. It ranked #4 of 18 in its category that year.

DSP Focused Fund - Regular Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. DSP Focused Fund - Regular Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.0%. 5-year CAGR: 10.47%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.