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MF_126393

DSP Dynamic Asset Allocation Fund - Direct Plan - Growth

Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

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End Amount
₹32,466.02
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.69%
MF_126393 Return
Benchmark CAGR
12.41%
Nifty 50
Inflation Adj. CAGR
4.75%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.41
Volatility vs Benchmark
Sharpe Ratio
0.49
Risk-Adjusted Return
Sortino Ratio
0.76
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 45% 19% 44%
60 days 43% 16% 27%
90 days 42% 14% 22%
180 days 42% 10% 14%
1Yr 41% 7% 9%
3Yr 24% 2% 5%
5Yr 13% 2% 4%
7Yr 0% 0% 3%
10Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period DSP Dynamic Asset Allocation Fund - Direct Plan - Growth Nifty 50
30 days 0.2% | -30.8% | 9.8% | 75.3% 26.6% | -61.8% | 15.1% | 179.2%
60 days -18.0% | -22.0% | 10.3% | 53.3% -23.0% | -46.1% | 17.4% | 120.0%
90 days -14.2% | -17.1% | 10.2% | 42.7% -25.0% | -38.7% | 15.6% | 103.8%
1 Year 0.2% | -0.3% | 9.4% | 23.6% -10.0% | -15.6% | 11.3% | 56.6%
3 Years 10.3% | 5.7% | 10.3% | 14.0% 7.7% | 2.8% | 13.6% | 24.3%
5 Years 8.3% | 6.7% | 9.9% | 13.6% 6.4% | 3.9% | 13.6% | 21.8%
7 Years 9.7% | 8.7% | 10.1% | 11.4% 11.2% | 11.1% | 13.7% | 15.8%
10 Years 9.2% | 9.2% | 10.3% | 10.9% 11.7% | 11.3% | 13.2% | 15.0%
Periods of Negative Return (Drawdowns) 5 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Oct. 20, 2015 April 13, 2016 176 days 7% Nifty 50: 16% 12087 11277 12138
Oct. 25, 2016 Feb. 1, 2017 99 days 6% Nifty 50: 9% 13591 12722 13605
Feb. 19, 2020 Aug. 7, 2020 170 days 19% Nifty 50: 37% 17733 14310 17744
Jan. 12, 2022 Aug. 11, 2022 211 days 8% Nifty 50: 15% 22084 20338 22127
Jan. 6, 2026 April 21, 2026 105 days 5% Nifty 50: 15% 32893 31088 32909