AIF · Equity · CAT III - LONG ONLY - THEMATIC
DSP Bharat Nirman Fund
IRRSince inception5.20%
1Y return13.59%
Minimum investment₹1 Crore
Fund age2 yrs 3 mo
Fund Manager
Natraj Sankaranarayan
Natraj Sankaranarayan
Fund Manager, AIF, DSP
Natraj joined the DSP Investment Team in November 2023 to build long-only focused equity strategies. He brings over 25 years of investment experience, including 12 years managing India-focused bottom-up strategies, 5 years managing Global Emerging Markets portfolios, 3 years managing GCC strategies, and 2 years managing an ESG fund. He holds a PGDBA (Finance) and a B.Com. degree.
Managing AUM₹0 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
DSP Bharat Nirman—13.59%4.70%——5.20%
Nifty 500−7.78%1.35%−9.67%——−3.72%
Excess over benchmark—12.24%14.37%——8.92%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
16.05%
Benchmark approx 19.88%
A standard deviation reflecting historical swings.
Sensitivity
0.62
Beta vs benchmark 1.00 · 38% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.67
Sharpe
Excess return gained per unit of volatility.
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