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MF_119250

DSP Large Cap Fund - Direct Plan - Growth

Equity Scheme - Large Cap Fund

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End Amount
₹42,619.85
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.05%
MF_119250 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
5.91%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
1.05
Volatility vs Benchmark
Sharpe Ratio
0.36
Risk-Adjusted Return
Sortino Ratio
0.53
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 50% 19% 16%
60 days 50% 12% 11%
90 days 49% 9% 8%
180 days 50% 6% 6%
1Yr 51% 5% 5%
3Yr 44% 3% 3%
5Yr 28% 1% 2%
7Yr 16% 0% 2%
10Yr 0% 0% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period DSP Large Cap Fund - Direct Plan - Growth Nifty 50
30 days 19.6% | -65.3% | 14.2% | 189.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -20.5% | -50.1% | 17.2% | 130.3% -23.0% | -45.3% | 16.7% | 120.0%
90 days -24.4% | -39.3% | 14.9% | 108.4% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -8.6% | -15.0% | 11.4% | 52.8% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 11.1% | 0.1% | 12.6% | 22.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.9% | 3.4% | 12.3% | 22.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 11.2% | 7.4% | 11.9% | 15.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 10.4% | 10.4% | 12.6% | 14.2% 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. 3, 2013 Dec. 7, 2013 338 days 16% Nifty 50: 11% 10014 8444 10142
Dec. 9, 2013 March 7, 2014 88 days 7% Nifty 50: 6% 10142 9434 10233
July 7, 2014 Aug. 19, 2014 43 days 5% Nifty 50: 4% 12904 12198 12951
Sept. 8, 2014 Oct. 31, 2014 53 days 7% Nifty 50: 5% 13511 12594 13637
Dec. 4, 2014 Jan. 16, 2015 43 days 7% Nifty 50: 6% 14301 13365 14351
Jan. 29, 2015 Feb. 28, 2015 30 days 6% Nifty 50: 5% 15070 14230 15275
March 3, 2015 July 30, 2016 515 days 23% Nifty 50: 22% 15316 11733 15340
Sept. 8, 2016 April 1, 2017 205 days 14% Nifty 50: 12% 16174 13880 16204
Sept. 12, 2017 Dec. 19, 2017 98 days 5% Nifty 50: 4% 18251 17271 18362
Jan. 23, 2018 July 25, 2018 183 days 9% Nifty 50: 9% 18928 17183 18954
Aug. 28, 2018 May 25, 2019 270 days 17% Nifty 50: 14% 19637 16334 19744
June 3, 2019 Oct. 23, 2019 142 days 13% Nifty 50: 11% 19876 17351 19880
Feb. 12, 2020 Dec. 3, 2020 295 days 40% Nifty 50: 37% 21199 12649 21220
Jan. 11, 2021 Feb. 3, 2021 23 days 6% Nifty 50: 6% 23598 22160 23668
Feb. 15, 2021 May 18, 2021 92 days 6% Nifty 50: 6% 24242 22850 24395
Oct. 18, 2021 Nov. 30, 2022 408 days 19% Nifty 50: 16% 28517 23163 28633
Dec. 1, 2022 May 12, 2023 162 days 8% Nifty 50: 10% 28673 26328 28720
Sept. 15, 2023 Nov. 25, 2023 71 days 5% Nifty 50: 7% 32600 30889 32730
Sept. 26, 2024 Oct. 17, 2025 386 days 13% Nifty 50: 15% 46397 40258 46446
Jan. 2, 2026 Oct. 30, 2026 301 days 13% Nifty 50: 15% 47251 40945 42620