DSP Ultra Short Fund Regular Plan-IDCW Monthly

DSP Ultra Short Fund Regular Plan-IDCW Monthly: Mutual Fund Overview

DSP Ultra Short Fund Regular Plan-IDCW Monthly is an Ultra Short Duration mutual fund with over 14.03 years of performance history. The scheme manages an AUM of ₹3714.46 Cr and has a NAV of ₹1078.5778. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 5.96%.

Debt, Ultra Short Duration, Principal at moderate risk

1 Year Return 5.96% at 24 Mar 2026 03:27 PM

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Fund Details

NAV 1078.5778

Sub-Type Ultra Short Duration

Rating 3

Min. SIP Amount ₹100.0

Fund Age(Year) 14.03

Fund Size(in Crores) 3714.46

Fund Performance

1 Month 0.3%

3 Month 1.13%

6 Month 2.46%

1 Year 5.96%

3 Year 6.62%

5 Year 5.52%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (0%) Market Cap Top Sectors Top Holding

Debt & Others (100%) Sector Allocation Treasury Bills 2.5 GOI Securities 1.65 Non Convertible Debenture 10.4 Debt Credit Ratings A1+ 40.51 AAA 20.26 Cash & Call Money 13.12 AA+ 10.26 AA 10.16 Debt Category Bahadur Chand Investments 0.67 Bank of Baroda 2.55 Sundaram Finance 1.38 National Bank Agr. Rur. Devp 7.43

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-Growth Ret 1M 0.36% Ret 1Y 6.56% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-IDCW Ret 1M 0.36% Ret 1Y 6.56% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-Growth Ret 1M 0.32% Ret 1Y 6.9% Ret 3Y 7.32% Ret 5Y 6.28%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Daily Reinvestment Ret 1M 0.32% Ret 1Y 6.9% Ret 3Y 7.32% Ret 5Y 6.28%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Weekly Ret 1M 0.32% Ret 1Y 6.9% Ret 3Y 7.32% Ret 5Y 6.28%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-Growth Ret 1M 0.32% Ret 1Y 6.9% Ret 3Y 7.32% Ret 5Y 6.29%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Daily Reinvestment Ret 1M 0.32% Ret 1Y 6.9% Ret 3Y 7.32% Ret 5Y 6.29%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Weekly Ret 1M 0.32% Ret 1Y 6.9% Ret 3Y 7.32% Ret 5Y 6.29%

Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-Growth Ret 1M 0.35% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Payout Ret 1M 0.35% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Reinvestment Ret 1M 0.35% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.01%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Shalini Vasanta

Education Mr. Vasanta has done BA and MBA (Finance)

Experience Prior to joining DSP Mutual Fund, he has worked with ICRA as Senior Analyst

Laukik Bagwe

Education Mr. Bagwe is a B.Com (H) and PGDBA (Finance)

Experience Prior to joining ITI Mutual fund he has worked with DSP Mutual Fund, Derivium Capital and Securities Pvt. Ltd. and with Birla Sun Life Securities Ltd.

Karan Mundhra

Education Mr. Mundra is a B. COM. and Charted Accountant (CA)

Experience He is working with DSP Mutual Fund since april 2012, he has Over 9 years of experience.

Kedar Karnik

Education Mr. Karnik is a BE and has done his Masters in Management Studies from Jamnalal Bajaj Institute of Management Studies.

Experience Prior to joining Edelwiess Mutual Fund he was associated with DSP MF, Axis Asset Management. He has also worked with HSBC and CRISIL Ltd..

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at moderate risk

AMC and Fund details

Rank (total sets) 24

Date of Incorporation 2012-03-12

Total AUM 230321.87

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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DSP Ultra Short Fund Regular Plan-IDCW Monthly FAQs

How to invest in DSP Ultra Short Fund Regular Plan-IDCW Monthly?

Investing in DSP Ultra Short Fund Regular Plan-IDCW Monthly through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of DSP Ultra Short Fund Regular Plan-IDCW Monthly?

The term expense ratio for DSP Ultra Short Fund Regular Plan-IDCW Monthly or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of DSP Ultra Short Fund Regular Plan-IDCW Monthly is 1.01% as of 24 Mar 2026.

What is the NAV of DSP Ultra Short Fund Regular Plan-IDCW Monthly?

The NAV of DSP Ultra Short Fund Regular Plan-IDCW Monthly is ₹1078.5778 as of 24 Mar 2026.

What is the AUM of DSP Ultra Short Fund Regular Plan-IDCW Monthly?

The AUM (Assets Under Management) of DSP Ultra Short Fund Regular Plan-IDCW Monthly is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of DSP Ultra Short Fund Regular Plan-IDCW Monthly is ₹3714.46 Cr as of 24 Mar 2026.

What is the PE and PB ratio of DSP Ultra Short Fund Regular Plan-IDCW Monthly?

The PE ratio of DSP Ultra Short Fund Regular Plan-IDCW Monthly shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in DSP Ultra Short Fund Regular Plan-IDCW Monthly?

Yes, you can invest in DSP Ultra Short Fund Regular Plan-IDCW Monthly through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of DSP Ultra Short Fund Regular Plan-IDCW Monthly in the last 5 years?

The return of DSP Ultra Short Fund Regular Plan-IDCW Monthly in the last 5 years is 5.52%.

What is the minimum SIP investment required in DSP Ultra Short Fund Regular Plan-IDCW Monthly?

The minimum SIP investment in DSP Ultra Short Fund Regular Plan-IDCW Monthly depends on the fund's scheme rules and usually starts at a small amount. For DSP Ultra Short Fund Regular Plan-IDCW Monthly, the minimum SIP amount is ₹100.0.

What is the current NAV of DSP Ultra Short Fund Regular Plan-IDCW Monthly?

The NAV of DSP Ultra Short Fund Regular Plan-IDCW Monthly, as of 24 Mar 2026, is ₹1078.5778.

Who manages the DSP Ultra Short Fund Regular Plan-IDCW Monthly?

The fund managers responsible for DSP Ultra Short Fund Regular Plan-IDCW Monthly are: