- Scheme Category:
- Equity Scheme >
- Value Fund/Contra Fund
NAV: ₹ ↓ -0.13%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of DSP Value Fund - Regular Plan - Growth and its peers as on 21 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| DSP Value Fund - Regular Plan - Growth | 3.42% | -0.13% | 0.21% | 1.23% | 2.87% | 10.62% | 17.12% | 13.43% | - | - |
| ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Growth | -7.78% | -0.94% | -1.17% | -0.94% | -2.08% | -2.34% | 13.74% | 16.16% | 18.18% | 14.1% |
| HDFC Value Fund - Growth Plan | 0.41% | -1.02% | -0.71% | 0.55% | 2.17% | 3.65% | 15.87% | 14.53% | 15.85% | 13.66% |
| Nippon India Value Fund- Growth Plan | -4.03% | -1.11% | -1.2% | -1.11% | -1.56% | -1.95% | 15.43% | 14.58% | 17.62% | 14.93% |
| Aditya Birla Sun Life Value Fund - Growth Option | 3.73% | -0.97% | -0.78% | 0.41% | 3.67% | 7.62% | 16.24% | 14.38% | 16.09% | 12.07% |
| Axis Value Fund - Regular Plan - Growth | 0.62% | -0.91% | -0.41% | 1.04% | 3.34% | 5.4% | 17.55% | - | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | 30.99% | -2.93% | 29.87% | 21.82% | 11.63% |
Discrete returns (monthly)
| Month | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 3.2% | 2.6% | 0.43% | 1.25% | 0.92% | -1.42% | -6.88% | 5.97% | 0.76% | 0.74% |
Returns from spefic dates
| Description | CAGR returns from 18 Oct 2021 (Nifty 50 2021 high) | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|---|
| Returns | 12.38% | 5.53% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 68.10% | 8.45% (Arbitrage: 8.45%) | 0.00% | 0.00% | 23.47% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| Larsen & Toubro Limited | LT (INE018A01030) | Construction | 3.19% |
| Bharti Airtel Limited | BHARTIARTL (INE397D01024) | Telecom - Services | 3.13% |
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | -0.01% |
| Power Grid Corporation of India Limited | POWERGRID (INE752E01010) | Power | 2.66% |
| Reliance Industries Limited | RELIANCE (INE002A01018) | Petroleum Products | -0.01% |
| Infosys Limited | INFY (INE009A01021) | IT - Software | 2.10% |
| GAIL (India) Limited | GAIL (INE129A01019) | Gas | 1.96% |
| Indus Towers Limited | INDUSTOWER (INE121J01017) | Telecom - Services | 1.90% |
| Sun Pharmaceutical Industries Limited | SUNPHARMA (INE044A01036) | Pharmaceuticals & Biotechnology | 1.85% |
| Jindal Steel Limited | JINDALSTEL (INE749A01030) | Ferrous Metals | 1.85% |
| Samvardhana Motherson International Limited | MOTHERSON (INE775A01035) | Auto Components | 1.70% |
| Oil India Limited | OIL (INE274J01014) | Oil | 1.66% |
| Angel One Limited | ANGELONE (INE732I01021) | Capital Markets | 1.66% |
| Bharat Electronics Limited | BEL (INE263A01024) | Aerospace & Defense | 1.63% |
| Tata Motors Limited | TMCV (INE1TAE01010) | Agricultural, Commercial & Construction Vehicles | 1.57% |
| UltraTech Cement Limited | ULTRACEMCO (INE481G01011) | Cement & Cement Products | 1.55% |
| Dr. Reddy's Laboratories Limited | DRREDDY (INE089A01031) | Pharmaceuticals & Biotechnology | 1.49% |
| Oberoi Realty Limited | OBEROIRLTY (INE093I01010) | Realty | 1.40% |
| Maruti Suzuki India Limited | MARUTI (INE585B01010) | Automobiles | 1.35% |
| Bajaj Auto Limited | BAJAJ-AUTO (INE917I01010) | Automobiles | 1.25% |
| HCL Technologies Limited | HCLTECH (INE860A01027) | IT - Software | 1.25% |
| Hero MotoCorp Limited | HEROMOTOCO (INE158A01026) | Automobiles | 1.20% |
| Cipla Limited | CIPLA (INE059A01026) | Pharmaceuticals & Biotechnology | 1.19% |
| LTIMindtree Limited | LTM (INE214T01019) | IT - Software | 1.17% |
| Mahindra & Mahindra Limited | M&M (INE101A01026) | Automobiles | 1.11% |
| Craftsman Automation Limited | CRAFTSMAN (INE00LO01017) | Auto Components | 1.05% |
| LT Foods Limited | LTFOODS (INE818H01020) | Agricultural Food & other Products | 1.00% |
| CIE Automotive India Limited | CIEINDIA (INE536H01010) | Auto Components | 1.00% |
| Kalpataru Projects International Limited | KPIL (INE220B01022) | Construction | 0.97% |
| Apollo Tyres Limited | APOLLOTYRE (INE438A01022) | Auto Components | 0.95% |
| IPCA Laboratories Limited | IPCALAB (INE571A01038) | Pharmaceuticals & Biotechnology | 0.94% |
| JSW Steel Limited | JSWSTEEL (INE019A01038) | Ferrous Metals | 0.91% |
| Bharat Petroleum Corporation Limited | BPCL (INE029A01011) | Petroleum Products | 0.91% |
| Hindustan Petroleum Corporation Limited | HINDPETRO (INE094A01015) | Petroleum Products | 0.85% |
| Radico Khaitan Limited | RADICO (INE944F01028) | Beverages | 0.73% |
| Archean Chemical Industries Limited | ACI (INE128X01021) | Chemicals & Petrochemicals | 0.65% |
| C.E. Info Systems Limited | MAPMYINDIA (INE0BV301023) | IT - Software | 0.64% |
| Godrej Consumer Products Limited | GODREJCP (INE102D01028) | Personal Products | 0.59% |
| Vardhman Textiles Limited | VTL (INE825A01020) | Textiles & Apparels | 0.57% |
| Hindalco Industries Limited | HINDALCO (INE038A01020) | Non - Ferrous Metals | 0.53% |
| Kfin Technologies Limited | KFINTECH (INE138Y01010) | Capital Markets | 0.52% |
| Tata Motors Passenger Vehicles Limited | TMPV (INE155A01022) | Automobiles | 0.47% |
| Deepak Nitrite Limited | DEEPAKNTR (INE288B01029) | Chemicals & Petrochemicals | 0.46% |
| Cyient Limited | CYIENT (INE136B01020) | IT - Services | 0.36% |
| Sapphire Foods India Limited | SAPPHIRE (INE806T01020) | Leisure Services | 0.31% |
| Tata Steel Limited | TATASTEEL (INE081A01020) | Ferrous Metals | 0.29% |
| Gujarat Ambuja Exports Limited | GAEL (INE036B01030) | Agricultural Food & other Products | 0.29% |
| Alembic Pharmaceuticals Limited | APLLTD (INE901L01018) | Pharmaceuticals & Biotechnology | 0.29% |
| Atul Limited | ATUL (INE100A01010) | Chemicals & Petrochemicals | 0.27% |
| GMM Pfaudler Limited | GMMPFAUDLR (INE541A01023) | Industrial Manufacturing | 0.26% |
| Triveni Engineering & Industries Limited | TRIVENI (INE256C01024) | Agricultural Food & other Products | 0.24% |
| Hindustan Zinc Limited | HINDZINC (INE267A01025) | Non - Ferrous Metals | 0.21% |
| Aarti Drugs Limited | AARTIDRUGS (INE767A01016) | Pharmaceuticals & Biotechnology | 0.15% |
| NMDC Limited | NMDC (INE584A01023) | Minerals & Mining | 0.11% |
| Gland Pharma Limited | GLAND (INE068V01023) | Pharmaceuticals & Biotechnology | 0.09% |
| Sony group | (JP3435000009) | Consumer Durables | 1.27% |
| Contemporary Amperex Technology Co Limited | (CNE100003662) | Auto Components | 1.23% |
| Microsoft Corp | (US5949181045) | IT - Software | 1.22% |
| NVIDIA CORP | (US67066G1040) | IT - Hardware | 1.21% |
| SK Hynix Inc | (KR7000660001) | IT - Hardware | 1.18% |
| Amazon.com Inc | (US0231351067) | Retailing | 1.16% |
| Tencent Holdings Limited | (KYG875721634) | Finance | 1.00% |
| Alibaba Group Holding Limited | (KYG017191142) | Retailing | 0.97% |
| Schneider Electric Se Ord | (FR0000121972) | Electrical Equipment | 0.85% |
| NIKE Inc | (US6541061031) | Consumer Durables | 0.82% |
| NOVO NORDISK ADR REPSG 1 ORD | (US6701002056) | Pharmaceuticals & Biotechnology | 0.73% |
| Sony Financial Holdings INC NPV | (JP3435350008) | Insurance | 0.03% |
Debt
| Name | Rating | Weight % |
|---|
Portfolio data is as on date 31 March, 2026
NAV history
DSP Value Fund - Regular Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 21 July, 2026 | 23.8340 | -0.13% |
| 20 July, 2026 | 23.8640 | -0.23% |
| 17 July, 2026 | 23.9180 | 0.36% |
| 16 July, 2026 | 23.8320 | -0.18% |
| 15 July, 2026 | 23.8750 | 0.39% |
| 14 July, 2026 | 23.7830 | -0.35% |
| 13 July, 2026 | 23.8670 | 0.11% |
| 10 July, 2026 | 23.8410 | 0.77% |
| 9 July, 2026 | 23.6580 | 0.46% |
| 8 July, 2026 | 23.5490 | -1.39% |
| 7 July, 2026 | 23.8800 | -0.11% |
| 6 July, 2026 | 23.9060 | 1.07% |
| 2 July, 2026 | 23.6540 | 0.57% |
| 1 July, 2026 | 23.5190 | 0.34% |
| 30 June, 2026 | 23.440 | 0.03% |
| 29 June, 2026 | 23.432 | -0.29% |
| 25 June, 2026 | 23.501 | -0.03% |
| 24 June, 2026 | 23.507 | 0.55% |
| 23 June, 2026 | 23.379 | -0.75% |
| 22 June, 2026 | 23.556 | 0.05% |
| 18 June, 2026 | 23.545 | 0.34% |
| 17 June, 2026 | 23.465 | 0% |
| 16 June, 2026 | 23.465 | 0.26% |
| 15 June, 2026 | 23.405 | 0.82% |
| 12 June, 2026 | 23.215 | 1.41% |
| 11 June, 2026 | 22.893 | 0.09% |
| 10 June, 2026 | 22.872 | -0.51% |
| 9 June, 2026 | 22.99 | 0.4% |
| 8 June, 2026 | 22.899 | -0.77% |
| 5 June, 2026 | 23.077 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of DSP Value Fund - Regular Plan - Growth?
The latest NAV of DSP Value Fund - Regular Plan - Growth is 23.8340 as on 21 July, 2026.What are YTD (year to date) returns of DSP Value Fund - Regular Plan - Growth?
The YTD (year to date) returns of DSP Value Fund - Regular Plan - Growth are 3.42% as on 21 July, 2026.What are 1 year returns of DSP Value Fund - Regular Plan - Growth?
The 1 year returns of DSP Value Fund - Regular Plan - Growth are 10.62% as on 21 July, 2026.What are 3 year CAGR returns of DSP Value Fund - Regular Plan - Growth?
The 3 year annualized returns (CAGR) of DSP Value Fund - Regular Plan - Growth are 17.12% as on 21 July, 2026.What are 5 year CAGR returns of DSP Value Fund - Regular Plan - Growth?
The 5 year annualized returns (CAGR) of DSP Value Fund - Regular Plan - Growth are 13.43% as on 21 July, 2026.