69
ValueBuy
DSP Value
DSP · Direct–Growth · rank #5 of 22 by Smart Score
Data updated
Trailing returns
1 Year
12.0%
+9.0% vs index
3 Years
17.1%
+5.5% vs index
5 Years
13.4%
+3.0% vs index
Since launch
17.1%
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
+3.3%+5.4% vs index
Why this score
DSP Value scores 69/100 — #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 expense ratio (better than only 7% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
3Y return17.06% · 83rd percentile in category
Sharpe ratio1.21 · 98th percentile in category
Volatility11.33 · 98th percentile in category
Expense ratio1.66% · 7th percentile in category
Sortino ratio1.33 · 97th percentile in category
Alpha7.81 · 93rd percentile in category