68
ValueBuy
DSP Value
DSP · Direct–Growth · rank #5 of 22 by Smart Score
Data updated
Trailing returns
1 Year
5.2%
+7.3% vs index
3 Years
15.4%
+5.6% vs index
5 Years
12.4%
+2.9% vs index
Since launch
16.6%
Year-by-year performance
2021
+32.0%+1.3% vs index
2022
-1.8%-5.6% vs index
2023
+30.9%+4.4% vs index
2024
+21.8%+6.2% vs index
2025
+12.4%+4.7% vs index
2026
+1.2%+4.8% vs index
Why this score
DSP Value scores 68/100 — #5 of 22 Value fund (Buy). It stands out for 3y return and sharpe ratio — beating 83% of peers on 3y return. The main drag is its 5y return (better than only 26% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
3Y return15.43% · 83rd percentile in category
Sharpe ratio1.08 · 98th percentile in category
Volatility11.12 · 98th percentile in category
5Y return12.40% · 26th percentile in category
Expense ratio1.61% · 7th percentile in category
Sortino ratio1.13 · 97th percentile in category