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MF_119212

DSP Small Cap Fund - Direct Plan - Growth

Equity Scheme - Small Cap Fund

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End Amount
₹134,109.33
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
20.64%
MF_119212 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
15.06%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
1.02
Volatility vs Benchmark
Sharpe Ratio
0.76
Risk-Adjusted Return
Sortino Ratio
1.17
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 60% 66% 36%
60 days 61% 45% 22%
90 days 62% 39% 19%
180 days 68% 28% 14%
1Yr 73% 22% 11%
3Yr 74% 15% 8%
5Yr 75% 9% 1%
7Yr 100% 6% 0%
10Yr 100% 7% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period DSP Small Cap Fund - Direct Plan - Growth Nifty 50
30 days -57.3% | -73.4% | 31.6% | 318.7% 26.6% | -61.9% | 14.2% | 180.7%
60 days -42.8% | -62.0% | 29.2% | 191.3% -23.0% | -45.3% | 16.7% | 120.0%
90 days -14.9% | -50.7% | 25.2% | 175.8% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 9.5% | -22.3% | 19.5% | 112.8% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 15.8% | -6.5% | 22.9% | 50.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 15.9% | 3.9% | 18.9% | 34.8% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 23.2% | 15.0% | 18.6% | 25.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 15.5% | 16.1% | 19.7% | 26.9% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 22 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 7, 2013 Dec. 25, 2013 352 days 25% Nifty 50: 11% 10084 7571 10209
Jan. 6, 2014 Feb. 27, 2014 52 days 6% Nifty 50: 3% 10535 9887 10652
Sept. 22, 2014 Oct. 29, 2014 37 days 6% Nifty 50: 5% 18690 17558 18734
Dec. 4, 2014 Dec. 27, 2014 23 days 6% Nifty 50: 6% 20637 19458 20672
April 13, 2015 July 18, 2015 96 days 11% Nifty 50: 10% 24327 21584 24412
Aug. 10, 2015 Dec. 23, 2015 135 days 11% Nifty 50: 11% 25172 22440 25175
Jan. 1, 2016 May 28, 2016 148 days 19% Nifty 50: 12% 25697 20742 25800
Nov. 1, 2016 Feb. 3, 2017 94 days 13% Nifty 50: 8% 31712 27570 31745
May 16, 2017 June 15, 2017 30 days 7% Nifty 50: 2% 36108 33743 36212
July 13, 2017 Oct. 12, 2017 91 days 8% Nifty 50: 2% 36350 33365 36541
Jan. 9, 2018 Jan. 2, 2021 1089 days 49% Nifty 50: 26% 42843 21825 43149
Jan. 8, 2021 Feb. 6, 2021 29 days 5% Nifty 50: 5% 44334 42052 44459
March 4, 2021 April 8, 2021 35 days 5% Nifty 50: 5% 48553 45943 48847
Aug. 3, 2021 Sept. 15, 2021 43 days 8% Nifty 50: 0% 62483 57796 62830
Oct. 18, 2021 Dec. 31, 2021 74 days 6% Nifty 50: 10% 67641 63261 67980
Jan. 17, 2022 May 17, 2023 485 days 20% Nifty 50: 16% 71795 57436 72016
Sept. 11, 2023 Nov. 14, 2023 64 days 6% Nifty 50: 6% 90864 85040 91299
Feb. 26, 2024 April 10, 2024 44 days 10% Nifty 50: 1% 101807 91859 102163
May 21, 2024 June 7, 2024 17 days 6% Nifty 50: 3% 105031 98427 105949
Oct. 16, 2024 Dec. 10, 2024 55 days 9% Nifty 50: 6% 127290 116454 127913
Dec. 11, 2024 May 6, 2026 511 days 24% Nifty 50: 10% 128171 97229 129109
Aug. 31, 2026 Oct. 30, 2026 60 days 10% Nifty 50: 8% 147028 132810 134109