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MF_136567

DSP Equity Savings Fund - Direct Plan - Growth

Hybrid Scheme - Equity Savings

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End Amount
₹24,821.89
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.96%
MF_136567 Return
Benchmark CAGR
12.23%
Nifty 50
Inflation Adj. CAGR
4.07%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.40
Volatility vs Benchmark
Sharpe Ratio
0.41
Risk-Adjusted Return
Sortino Ratio
0.55
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 43% 20% 43%
60 days 41% 15% 28%
90 days 39% 13% 22%
180 days 36% 9% 13%
1Yr 31% 5% 9%
3Yr 8% 1% 5%
5Yr 2% 1% 5%
7Yr 0% 0% 5%
10Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period DSP Equity Savings Fund - Direct Plan - Growth Nifty 50
30 days 0.0% | -30.0% | 10.1% | 58.3% 26.6% | -62.0% | 15.7% | 179.5%
60 days -5.9% | -22.3% | 10.3% | 43.9% -23.0% | -47.9% | 17.7% | 123.3%
90 days -7.8% | -15.4% | 9.5% | 40.8% -25.0% | -41.3% | 16.8% | 108.7%
1 Year 0.4% | -3.3% | 9.0% | 27.6% -10.0% | -14.5% | 12.4% | 58.2%
3 Years 8.3% | 2.3% | 10.0% | 14.2% 7.7% | 1.7% | 14.5% | 25.5%
5 Years 7.4% | 7.5% | 9.6% | 14.3% 6.4% | 7.5% | 15.0% | 22.6%
7 Years 8.9% | 8.6% | 9.4% | 10.4% 11.2% | 11.5% | 14.0% | 16.1%
10 Years 8.3% | 8.3% | 9.1% | 9.4% 11.7% | 11.3% | 12.3% | 13.4%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Aug. 28, 2018 March 15, 2019 199 days 7% Nifty 50: 14% 12976 12122 12994
Feb. 12, 2020 Oct. 8, 2020 239 days 19% Nifty 50: 37% 14031 11380 14047