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DSP Mutual Fund

DSP Quant Fund

DSP Mutual Fund · Direct plan · Growth

3-year returns
6.3%
a year
NAV
₹22.03
▲ 0.79% · 18 Sept 2026
Fund size
₹767 Cr
Expense ratio
1.15%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹20.88 and has returned 5.53% a year over 3 years.

Returns, and where it stands

Against the average sectoral / thematic fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year-4.3%5.2%behind185 of 221
3 years6.3%14.5%behind127 of 136
5 years4.4%12.9%behind95 of 98
Every period, and the Regular plan →
PeriodDirectRegular
1 month-3.3%-3.4%
3 months-1.1%-1.3%
6 months1.3%0.9%
1 year-4.3%-5%
2 yearsp.a.-3.6%-4.3%
3 yearsp.a.6.3%5.5%
5 yearsp.a.4.4%3.7%
7 yearsp.a.12.6%11.8%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Jun 2019.

Plan

NAV history

▼ 4.35% in the last 1Y

20.422.224.018 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹4,987
XIRR (per year)
1.79%
Value today
₹1,84,987

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
12.8% a year
2.8% less than the category average — the steadier side
Worst fall so far
−32.7%
Feb 2020 to Mar 2020, against −25.3% for the category.
Years that made money
80.3%
Of every one-year stretch it has been through.
Over any three years
5.3% to 26.5%
A year, at worst and at best. Typically 13%.

Fund details

Minimum lumpsum
₹100
Minimum top-up
₹100
Lock-in
None
Plan started
10 Jun 2019
Portfolio turnover
0.68x
Expense ratio
1.15%
as of 31 Jul 2026

Managed by Aparna Karnik

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

DSP Quant Fund against other funds in the Sectoral / Thematic Fund category
Fund1Y3Y5YExpenseFund size
Nippon India Taiwan Equity Fund118%61.43%1.24%₹1,128 Cr
HDFC Defence Fund21.09%37.07%0.9%₹11,478 Cr
HDFC Transportation and Logistics Fund7.35%24.8%1.09%₹2,116 Cr
SBI Healthcare Opportunities Fund20.88%24.31%18.52%1.02%₹5,796 Cr
UTI - Healthcare Fund16.82%24.15%16.09%1.28%₹1,444 Cr
LIC MF Infrastructure Fund8.97%23.9%21.88%1.35%₹1,174 Cr
DSP Quant Fund-4.35%6.29%4.44%1.15%₹767 Cr

About DSP Quant Fund

DSP Quant Fund is a sectoral / thematic fund managed by DSP Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

The investment objective of the Scheme is to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced based on a quant model theme.

The scheme's stated objective, as published by DSP Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹22.029147306
DirectIDCW₹16.823147304
RegularGrowth₹20.884147303
RegularIDCW₹15.859147305

Frequently asked questions

What is the NAV of DSP Quant Fund today?

The NAV of DSP Quant Fund (Direct plan, Growth) is ₹22.029 and the Regular plan NAV is ₹20.884, as of 18 Sept 2026.

What returns has DSP Quant Fund given?

Over the last year the Direct plan returned -4.35%, and 6.29% a year over 3 years and 4.44% a year over 5 years. That places it 127 of 136 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of DSP Quant Fund?

The Direct plan charges 1.15% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in DSP Quant Fund?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹100 or more.

How much has DSP Quant Fund fallen in the past?

Its deepest fall was 32.7% from 19 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 80% ended in a gain.

Which category does DSP Quant Fund belong to?

It is a Sectoral / Thematic Fund from DSP Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from DSP Quant Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.