77
ValueBuy
DSP Value
DSP · Direct–Growth · rank #3 of 23 by Smart Score
Data updated
Trailing returns
1 Year
4.5%
+9.2% vs index
3 Years
15.6%
+6.2% vs index
5 Years
12.0%
+4.1% vs index
Since launch
16.1%
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
+0.2%+6.2% vs index
Why this score
DSP Value scores 77/100 — #3 of 23 Value fund (Buy). It stands out for 3y return and sharpe ratio — beating 83% of peers on 3y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
3Y return15.57% · 83rd percentile in category
Sharpe ratio0.89 · 98th percentile in category
Volatility11.61 · 98th percentile in category
Sortino ratio1.11 · 97th percentile in category
Alpha6.78 · 93rd percentile in category
5Y return11.96% · 64th percentile in category