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MF_119096

DSP Focused Fund - Direct Plan - Growth

Equity Scheme - Focused Fund

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End Amount
₹52,340.54
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.71%
MF_119096 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.50%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
1.04
Volatility vs Benchmark
Sharpe Ratio
0.45
Risk-Adjusted Return
Sortino Ratio
0.66
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% 26% 20%
60 days 55% 17% 13%
90 days 55% 14% 10%
180 days 52% 11% 7%
1Yr 55% 8% 5%
3Yr 49% 5% 3%
5Yr 57% 2% 2%
7Yr 51% 2% 2%
10Yr 69% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period DSP Focused Fund - Direct Plan - Growth Nifty 50
30 days -3.3% | -65.8% | 18.9% | 210.3% 26.6% | -61.9% | 14.2% | 180.7%
60 days -32.0% | -51.4% | 18.9% | 138.5% -23.0% | -45.3% | 16.7% | 120.0%
90 days -24.7% | -41.2% | 17.3% | 116.5% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -4.4% | -11.6% | 12.5% | 59.8% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 12.9% | 1.3% | 15.0% | 24.8% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.9% | 4.2% | 13.6% | 22.8% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.4% | 9.0% | 13.5% | 16.3% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.5% | 11.5% | 13.5% | 16.4% 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. 9, 2013 March 28, 2014 443 days 21% Nifty 50: 11% 10028 7904 10062
July 7, 2014 Aug. 15, 2014 39 days 6% Nifty 50: 4% 12582 11880 12678
Sept. 15, 2014 Oct. 30, 2014 45 days 6% Nifty 50: 4% 13723 12939 13782
Dec. 4, 2014 Jan. 3, 2015 30 days 6% Nifty 50: 6% 14910 14032 14943
Jan. 28, 2015 Feb. 19, 2015 22 days 5% Nifty 50: 4% 15846 15053 15864
March 3, 2015 July 16, 2015 135 days 10% Nifty 50: 11% 16263 14561 16407
Aug. 18, 2015 July 20, 2016 337 days 21% Nifty 50: 17% 16622 13159 16638
Sept. 8, 2016 March 18, 2017 191 days 14% Nifty 50: 12% 18091 15503 18141
Jan. 23, 2018 Aug. 8, 2018 197 days 10% Nifty 50: 9% 21687 19418 21717
Aug. 28, 2018 Sept. 21, 2019 389 days 18% Nifty 50: 14% 22165 18263 22197
Jan. 17, 2020 Nov. 21, 2020 309 days 39% Nifty 50: 38% 24316 14761 24339
Feb. 15, 2021 May 18, 2021 92 days 6% Nifty 50: 6% 28449 26784 28589
Nov. 12, 2021 Jan. 14, 2022 63 days 8% Nifty 50: 8% 33764 31055 33785
Jan. 17, 2022 June 13, 2023 512 days 21% Nifty 50: 16% 33918 26908 33964
Sept. 15, 2023 Nov. 14, 2023 60 days 6% Nifty 50: 7% 38275 35959 38539
Feb. 19, 2024 April 10, 2024 51 days 7% Nifty 50: 1% 43951 40878 44005
July 31, 2024 Aug. 20, 2024 20 days 5% Nifty 50: 4% 51917 49164 52062
Sept. 27, 2024 Nov. 19, 2025 418 days 16% Nifty 50: 15% 55293 46549 55314
Jan. 6, 2026 Oct. 30, 2026 297 days 15% Nifty 50: 15% 56140 47536 52341