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MF_119076

DSP Flexi Cap Fund - Direct Plan - Growth

Equity Scheme - Flexi Cap Fund

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End Amount
₹60,201.23
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.86%
MF_119076 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
8.59%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
1.05
Volatility vs Benchmark
Sharpe Ratio
0.51
Risk-Adjusted Return
Sortino Ratio
0.77
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 54% 31% 21%
60 days 56% 20% 13%
90 days 59% 16% 11%
180 days 62% 11% 8%
1Yr 67% 8% 5%
3Yr 79% 4% 1%
5Yr 90% 3% 1%
7Yr 99% 2% 0%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period DSP Flexi Cap Fund - Direct Plan - Growth Nifty 50
30 days -13.7% | -68.9% | 20.1% | 225.7% 26.6% | -61.9% | 14.2% | 180.7%
60 days -36.8% | -53.2% | 20.6% | 148.9% -23.0% | -45.3% | 16.7% | 120.0%
90 days -29.2% | -43.2% | 17.8% | 126.0% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -6.3% | -10.7% | 14.5% | 66.7% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.6% | 4.1% | 16.0% | 26.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.3% | 7.0% | 16.4% | 24.0% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 13.8% | 11.8% | 15.6% | 18.4% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.0% | 13.2% | 15.6% | 18.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 19 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 4, 2013 March 8, 2014 428 days 21% Nifty 50: 11% 10029 7920 10029
July 7, 2014 Aug. 19, 2014 43 days 7% Nifty 50: 4% 13411 12493 13445
Sept. 12, 2014 Oct. 31, 2014 49 days 7% Nifty 50: 4% 14397 13414 14434
Dec. 4, 2014 Jan. 15, 2015 42 days 7% Nifty 50: 6% 15459 14413 15745
Jan. 29, 2015 Feb. 28, 2015 30 days 6% Nifty 50: 5% 16259 15305 16526
March 3, 2015 July 30, 2016 515 days 23% Nifty 50: 22% 16661 12885 16707
Oct. 25, 2016 Feb. 4, 2017 102 days 14% Nifty 50: 9% 17895 15339 17968
May 16, 2017 July 13, 2017 58 days 5% Nifty 50: 2% 19863 18844 19943
Sept. 19, 2017 Oct. 25, 2017 36 days 6% Nifty 50: 4% 20925 19765 20926
Jan. 24, 2018 Aug. 25, 2018 213 days 11% Nifty 50: 9% 22832 20413 22840
Aug. 31, 2018 May 25, 2019 267 days 18% Nifty 50: 14% 22922 18755 22988
June 3, 2019 Sept. 21, 2019 110 days 8% Nifty 50: 11% 23338 21376 23943
Feb. 19, 2020 Nov. 13, 2020 268 days 36% Nifty 50: 37% 26556 17072 26577
Jan. 12, 2021 Feb. 2, 2021 21 days 5% Nifty 50: 6% 30971 29396 31097
Feb. 15, 2021 May 8, 2021 82 days 5% Nifty 50: 6% 32814 31152 32878
Oct. 18, 2021 June 13, 2023 603 days 23% Nifty 50: 16% 41660 32140 41777
Sept. 11, 2023 Nov. 25, 2023 75 days 6% Nifty 50: 6% 46800 44129 46849
July 31, 2024 Aug. 24, 2024 24 days 5% Nifty 50: 4% 62271 59066 62592
Sept. 27, 2024 Oct. 30, 2026 763 days 18% Nifty 50: 15% 65714 54149 60201