Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_119218

DSP Large & Mid Cap Fund - Direct Plan - Growth

Equity Scheme - Large & Mid Cap Fund

Back to Home
End Amount
₹71,161.76
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.24%
MF_119218 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
9.91%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
1.02
Volatility vs Benchmark
Sharpe Ratio
0.59
Risk-Adjusted Return
Sortino Ratio
0.89
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 58% 25% 19%
60 days 61% 17% 11%
90 days 63% 14% 9%
180 days 68% 11% 7%
1Yr 73% 9% 5%
3Yr 80% 6% 2%
5Yr 81% 4% 1%
7Yr 100% 3% 0%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period DSP Large & Mid Cap Fund - Direct Plan - Growth Nifty 50
30 days -4.8% | -64.7% | 21.5% | 213.8% 26.6% | -61.9% | 14.2% | 180.7%
60 days -36.2% | -48.6% | 20.9% | 146.9% -23.0% | -45.3% | 16.7% | 120.0%
90 days -29.7% | -38.8% | 20.2% | 113.6% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -6.9% | -10.4% | 14.5% | 65.7% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 12.9% | 1.6% | 18.4% | 27.2% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 10.6% | 7.2% | 16.8% | 26.9% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 15.2% | 12.3% | 16.2% | 18.9% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.6% | 14.1% | 16.8% | 19.2% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 20 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Oct. 19, 2013 277 days 14% Nifty 50: 12% 10074 8655 10078
Jan. 15, 2014 March 6, 2014 50 days 5% Nifty 50: 5% 10567 10031 10664
July 7, 2014 Aug. 19, 2014 43 days 6% Nifty 50: 4% 13675 12817 13769
Sept. 12, 2014 Oct. 31, 2014 49 days 5% Nifty 50: 4% 14683 13910 14897
Dec. 4, 2014 Jan. 15, 2015 42 days 7% Nifty 50: 6% 15703 14567 15842
Jan. 27, 2015 Feb. 28, 2015 32 days 6% Nifty 50: 4% 16374 15473 16712
March 3, 2015 July 16, 2015 135 days 10% Nifty 50: 11% 16822 15116 16869
Aug. 6, 2015 June 23, 2016 322 days 19% Nifty 50: 19% 17235 13936 17263
Oct. 25, 2016 Feb. 1, 2017 99 days 12% Nifty 50: 9% 20037 17711 20191
Sept. 19, 2017 Oct. 17, 2017 28 days 5% Nifty 50: 4% 24075 22846 24095
Jan. 23, 2018 Oct. 31, 2019 646 days 18% Nifty 50: 9% 26374 21720 26387
Jan. 24, 2020 Nov. 11, 2020 292 days 37% Nifty 50: 38% 27931 17666 27948
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 32968 31131 33115
March 3, 2021 May 5, 2021 63 days 6% Nifty 50: 6% 35067 33051 35138
Oct. 18, 2021 Nov. 30, 2022 408 days 19% Nifty 50: 16% 44190 35577 44226
Dec. 14, 2022 May 27, 2023 164 days 9% Nifty 50: 9% 44561 40506 44603
Sept. 11, 2023 Nov. 14, 2023 64 days 6% Nifty 50: 6% 51778 48904 51949
March 4, 2024 April 5, 2024 32 days 6% Nifty 50: 3% 61554 57781 61586
Sept. 27, 2024 Nov. 27, 2025 426 days 17% Nifty 50: 15% 77649 64512 77690
Jan. 6, 2026 Oct. 30, 2026 297 days 14% Nifty 50: 15% 79051 68010 71162