OmniAssetMutual funds › DSP Quant Fund

DSP Quant Fund

Sectoral / Thematic fund benchmarked to BSE 200 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202616.19
CategorySectoral / Thematic
PlanRegular · Idcw
Launched20 May 2019
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 200 TRI
Expense ratiodirect plan, a year1.73%
AUM₹1.39 Cr
Growth of ₹10,000₹9,4942 Sep 2021 to 2 Sep 2026
₹12,322₹11,275₹10,229₹9,182₹8,136Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹9,494 (-1.0% a year) DSP Quant Fund
Growth of ₹10,000 — every plotted observation
PointDSP Quant Fund
2 Sep 2021₹10,000
6 Sep 2021₹10,039
13 Sep 2021₹10,149
20 Sep 2021₹10,115
27 Sep 2021₹10,266
4 Oct 2021₹10,152
11 Oct 2021₹10,212
18 Oct 2021₹10,410
25 Oct 2021₹10,057
1 Nov 2021₹10,168
8 Nov 2021₹10,348
15 Nov 2021₹10,402
22 Nov 2021₹9,972
29 Nov 2021₹9,762
6 Dec 2021₹9,695
13 Dec 2021₹9,942
20 Dec 2021₹9,539
27 Dec 2021₹9,840
3 Jan 2022₹10,218
10 Jan 2022₹10,349
17 Jan 2022₹10,403
24 Jan 2022₹9,544
31 Jan 2022₹9,587
7 Feb 2022₹9,533
14 Feb 2022₹9,257
21 Feb 2022₹9,398
28 Feb 2022₹9,238
7 Mar 2022₹8,762
14 Mar 2022₹9,221
21 Mar 2022₹9,315
28 Mar 2022₹9,259
4 Apr 2022₹9,676
11 Apr 2022₹9,582
18 Apr 2022₹9,346
25 Apr 2022₹9,133
2 May 2022₹9,146
9 May 2022₹8,742
16 May 2022₹8,509
23 May 2022₹8,650
30 May 2022₹8,875
6 Jun 2022₹8,710
13 Jun 2022₹8,311
20 Jun 2022₹8,136
27 Jun 2022₹8,384
4 Jul 2022₹8,450
11 Jul 2022₹8,672
18 Jul 2022₹8,759
25 Jul 2022₹8,929
1 Aug 2022₹9,258
8 Aug 2022₹9,356
16 Aug 2022₹9,472
22 Aug 2022₹9,356
29 Aug 2022₹9,293
5 Sep 2022₹9,475
12 Sep 2022₹9,634
19 Sep 2022₹9,455
26 Sep 2022₹9,266
3 Oct 2022₹9,183
10 Oct 2022₹9,334
17 Oct 2022₹9,272
25 Oct 2022₹9,320
31 Oct 2022₹9,461
7 Nov 2022₹9,559
14 Nov 2022₹9,561
21 Nov 2022₹9,435
28 Nov 2022₹9,596
5 Dec 2022₹9,734
12 Dec 2022₹9,622
19 Dec 2022₹9,568
26 Dec 2022₹9,331
2 Jan 2023₹9,342
9 Jan 2023₹9,333
16 Jan 2023₹9,269
23 Jan 2023₹9,296
30 Jan 2023₹9,106
6 Feb 2023₹9,157
13 Feb 2023₹9,167
20 Feb 2023₹8,735
27 Feb 2023₹8,506
6 Mar 2023₹8,626
13 Mar 2023₹8,408
20 Mar 2023₹8,352
27 Mar 2023₹8,352
3 Apr 2023₹8,543
10 Apr 2023₹8,637
17 Apr 2023₹8,667
24 Apr 2023₹8,688
2 May 2023₹8,852
8 May 2023₹8,937
15 May 2023₹9,017
22 May 2023₹9,016
29 May 2023₹9,133
5 Jun 2023₹9,209
12 Jun 2023₹9,234
19 Jun 2023₹9,346
26 Jun 2023₹9,322
3 Jul 2023₹9,544
10 Jul 2023₹9,542
17 Jul 2023₹9,713
24 Jul 2023₹9,704
31 Jul 2023₹9,757
7 Aug 2023₹9,704
14 Aug 2023₹9,582
21 Aug 2023₹9,552
28 Aug 2023₹9,560
4 Sep 2023₹9,644
11 Sep 2023₹9,847
18 Sep 2023₹9,891
25 Sep 2023₹9,718
3 Oct 2023₹9,618
9 Oct 2023₹9,618
16 Oct 2023₹9,718
23 Oct 2023₹9,556
30 Oct 2023₹9,429
6 Nov 2023₹9,570
13 Nov 2023₹9,617
20 Nov 2023₹9,798
28 Nov 2023₹9,873
4 Dec 2023₹10,192
11 Dec 2023₹10,265
18 Dec 2023₹10,457
26 Dec 2023₹10,449
1 Jan 2024₹10,618
8 Jan 2024₹10,462
15 Jan 2024₹10,645
23 Jan 2024₹10,326
29 Jan 2024₹10,426
5 Feb 2024₹9,901
12 Feb 2024₹9,907
19 Feb 2024₹10,122
26 Feb 2024₹10,063
4 Mar 2024₹10,150
11 Mar 2024₹10,163
18 Mar 2024₹10,115
26 Mar 2024₹10,141
1 Apr 2024₹10,355
8 Apr 2024₹10,402
15 Apr 2024₹10,155
22 Apr 2024₹10,141
29 Apr 2024₹10,235
6 May 2024₹10,225
13 May 2024₹10,178
21 May 2024₹10,300
27 May 2024₹10,439
3 Jun 2024₹10,381
10 Jun 2024₹10,745
18 Jun 2024₹10,887
24 Jun 2024₹10,880
1 Jul 2024₹11,068
8 Jul 2024₹11,101
15 Jul 2024₹11,247
22 Jul 2024₹11,239
29 Jul 2024₹11,437
5 Aug 2024₹11,163
12 Aug 2024₹11,251
19 Aug 2024₹11,358
26 Aug 2024₹11,640
2 Sep 2024₹11,890
9 Sep 2024₹11,902
16 Sep 2024₹12,054
23 Sep 2024₹12,322
30 Sep 2024₹12,239
7 Oct 2024₹11,770
14 Oct 2024₹11,952
21 Oct 2024₹11,675
28 Oct 2024₹11,438
4 Nov 2024₹11,305
11 Nov 2024₹11,336
18 Nov 2024₹10,999
25 Nov 2024₹11,342
2 Dec 2024₹11,363
9 Dec 2024₹11,477
16 Dec 2024₹11,572
23 Dec 2024₹11,125
30 Dec 2024₹11,115
6 Jan 2025₹11,084
13 Jan 2025₹10,715
20 Jan 2025₹10,811
27 Jan 2025₹10,539
3 Feb 2025₹10,778
10 Feb 2025₹10,776
17 Feb 2025₹10,439
24 Feb 2025₹10,295
3 Mar 2025₹9,251
10 Mar 2025₹9,328
17 Mar 2025₹9,326
24 Mar 2025₹9,807
31 Mar 2025₹9,702
7 Apr 2025₹9,086
15 Apr 2025₹9,625
21 Apr 2025₹9,865
28 Apr 2025₹9,923
5 May 2025₹9,917
12 May 2025₹10,123
19 May 2025₹10,228
26 May 2025₹10,169
2 Jun 2025₹10,093
9 Jun 2025₹10,386
16 Jun 2025₹10,348
23 Jun 2025₹10,276
30 Jun 2025₹10,580
7 Jul 2025₹10,494
14 Jul 2025₹10,395
21 Jul 2025₹10,464
28 Jul 2025₹10,255
4 Aug 2025₹10,303
11 Aug 2025₹10,131
18 Aug 2025₹10,344
25 Aug 2025₹10,475
1 Sep 2025₹10,371
8 Sep 2025₹10,429
15 Sep 2025₹10,564
22 Sep 2025₹10,566
30 Sep 2025₹10,279
6 Oct 2025₹10,486
13 Oct 2025₹10,539
20 Oct 2025₹10,731
27 Oct 2025₹10,756
3 Nov 2025₹10,697
10 Nov 2025₹10,648
17 Nov 2025₹10,802
24 Nov 2025₹10,793
1 Dec 2025₹10,938
8 Dec 2025₹10,840
15 Dec 2025₹10,908
22 Dec 2025₹11,055
29 Dec 2025₹10,953
5 Jan 2026₹11,073
12 Jan 2026₹10,894
19 Jan 2026₹10,901
27 Jan 2026₹10,710
2 Feb 2026₹10,600
9 Feb 2026₹10,861
16 Feb 2026₹10,734
23 Feb 2026₹10,755
2 Mar 2026₹9,665
9 Mar 2026₹9,352
16 Mar 2026₹9,029
23 Mar 2026₹8,645
30 Mar 2026₹8,630
6 Apr 2026₹8,876
13 Apr 2026₹9,259
20 Apr 2026₹9,484
27 Apr 2026₹9,381
4 May 2026₹9,350
11 May 2026₹9,381
18 May 2026₹9,280
25 May 2026₹9,438
1 Jun 2026₹9,287
8 Jun 2026₹9,136
15 Jun 2026₹9,329
22 Jun 2026₹9,402
29 Jun 2026₹9,280
6 Jul 2026₹9,510
13 Jul 2026₹9,516
20 Jul 2026₹9,465
27 Jul 2026₹9,493
3 Aug 2026₹9,772
10 Aug 2026₹9,744
17 Aug 2026₹9,682
24 Aug 2026₹9,668
31 Aug 2026₹9,635
2 Sep 2026₹9,494

Performance (trailing, annualised)

1Y annualised-8.47%
3Y annualised-0.38%
5Y annualised-1.03%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,14,222-8.77%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,32,985-5.00%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,76,211-1.59%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202126.69%
Calendar 2022-7.51%
Calendar 202313.75%
Calendar 20244.42%
Calendar 2025-0.69%

Rolling returns

Rolling 1Y · average322 windows since 16 Jun 202010.44%
Rolling 1Y · median5.79%
Rolling 1Y · worst window-16.03%
Rolling 1Y · best window75.59%
Rolling 1Y · windows positive63%
Rolling 3Y · average219 windows since 13 Jun 20228.35%
Rolling 3Y · median6.95%
Rolling 3Y · worst window-1.69%
Rolling 3Y · best window22.06%
Rolling 3Y · windows positive96%
Rolling 5Y · average115 windows since 13 Jun 20249.12%
Rolling 5Y · median10.18%
Rolling 5Y · worst window-0.47%
Rolling 5Y · best window16.33%
Rolling 5Y · windows positive99%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)15.51%
Downside deviation (3Y)12.64%
Maximum drawdown-30.36%

Management

Fund managerMs. Aparna Karnik
Managing since1 May 2022

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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