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MF_119071

DSP Midcap Fund - Direct Plan - Growth

Equity Scheme - Mid Cap Fund

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End Amount
₹77,899.91
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.00%
MF_119071 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
10.63%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
1.02
Volatility vs Benchmark
Sharpe Ratio
0.61
Risk-Adjusted Return
Sortino Ratio
0.93
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 56% 48% 30%
60 days 58% 32% 19%
90 days 58% 26% 15%
180 days 63% 18% 10%
1Yr 66% 14% 6%
3Yr 74% 7% 2%
5Yr 81% 5% 2%
7Yr 90% 4% 0%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period DSP Midcap Fund - Direct Plan - Growth Nifty 50
30 days -33.7% | -70.9% | 23.8% | 244.2% 26.6% | -61.9% | 14.2% | 180.7%
60 days -48.7% | -57.6% | 20.3% | 155.3% -23.0% | -45.3% | 16.7% | 120.0%
90 days -32.5% | -48.4% | 18.7% | 137.3% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -4.4% | -10.4% | 15.4% | 81.1% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 12.7% | 2.4% | 18.4% | 37.2% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.8% | 8.5% | 16.8% | 27.6% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 15.3% | 13.0% | 16.2% | 22.0% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.9% | 13.6% | 16.9% | 21.8% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 24 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 8, 2013 Jan. 1, 2014 358 days 28% Nifty 50: 11% 10087 7262 10089
Jan. 1, 2014 March 6, 2014 64 days 8% Nifty 50: 5% 10089 9320 10207
July 7, 2014 Aug. 29, 2014 53 days 9% Nifty 50: 4% 14503 13231 14646
Sept. 22, 2014 Nov. 1, 2014 40 days 7% Nifty 50: 5% 15653 14615 15840
Dec. 4, 2014 Dec. 31, 2014 27 days 7% Nifty 50: 6% 17193 16019 17239
Jan. 28, 2015 Feb. 28, 2015 31 days 6% Nifty 50: 4% 18036 16903 18436
March 3, 2015 April 11, 2015 39 days 8% Nifty 50: 7% 18615 17112 18625
April 15, 2015 July 16, 2015 92 days 12% Nifty 50: 9% 18664 16509 18810
Aug. 10, 2015 June 21, 2016 316 days 21% Nifty 50: 18% 19499 15443 19511
Oct. 25, 2016 Feb. 3, 2017 101 days 13% Nifty 50: 9% 23191 20168 23410
May 16, 2017 Aug. 2, 2017 78 days 6% Nifty 50: 2% 26571 24866 26587
Aug. 2, 2017 Sept. 7, 2017 36 days 5% Nifty 50: 4% 26587 25210 26588
Jan. 15, 2018 Jan. 11, 2020 726 days 21% Nifty 50: 7% 30141 23823 30203
Feb. 20, 2020 Aug. 25, 2020 187 days 33% Nifty 50: 37% 31732 21350 31751
Sept. 16, 2020 Nov. 5, 2020 50 days 6% Nifty 50: 7% 32536 30595 32847
Jan. 12, 2021 Feb. 4, 2021 23 days 5% Nifty 50: 6% 38732 36630 39025
March 4, 2021 May 6, 2021 63 days 5% Nifty 50: 5% 40654 38574 40729
Oct. 18, 2021 July 15, 2023 635 days 22% Nifty 50: 16% 50980 39527 51195
Sept. 11, 2023 Nov. 14, 2023 64 days 7% Nifty 50: 6% 57813 53992 57814
Jan. 15, 2024 April 10, 2024 86 days 8% Nifty 50: 4% 64865 59841 65194
July 31, 2024 Aug. 22, 2024 22 days 5% Nifty 50: 4% 80312 75916 80704
Oct. 1, 2024 Feb. 11, 2026 498 days 21% Nifty 50: 14% 82597 65059 82601
Feb. 11, 2026 May 7, 2026 85 days 12% Nifty 50: 14% 82601 72310 82808
Aug. 31, 2026 Oct. 30, 2026 60 days 12% Nifty 50: 8% 86925 76244 77900