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MF_152056

DSP Multi Asset Allocation Fund - Direct - Growth

Hybrid Schemes - Multi Asset Allocation Fund

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End Amount
₹16,020.42
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.49%
MF_152056 Return
Benchmark CAGR
6.55%
Nifty 50
Inflation Adj. CAGR
12.17%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
0.47
Volatility vs Benchmark
Sharpe Ratio
1.32
Risk-Adjusted Return
Sortino Ratio
2.06
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 61% 26% 28%
60 days 70% 20% 19%
90 days 71% 18% 12%
180 days 88% 14% 3%
1Yr 99% 13% 1%
3Yr 100% 11% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period DSP Multi Asset Allocation Fund - Direct - Growth Nifty 50
30 days -18.0% | -37.3% | 20.2% | 82.5% 26.6% | -58.1% | 9.7% | 149.4%
60 days -29.2% | -26.5% | 22.9% | 63.4% -23.0% | -42.1% | 8.1% | 91.4%
90 days -20.1% | -12.4% | 23.0% | 45.7% -25.0% | -32.9% | 8.8% | 59.9%
1 Year 4.4% | 6.4% | 18.2% | 30.9% -10.0% | -9.1% | 5.7% | 28.7%
3 Years 17.1% | 16.9% | 17.2% | 17.8% 7.7% | 5.4% | 6.4% | 7.7%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 26, 2024 April 18, 2025 204 days 5% Nifty 50: 15% 13253 12573 13357
Jan. 29, 2026 Aug. 21, 2026 204 days 10% Nifty 50: 12% 17079 15421 17111
Aug. 25, 2026 Oct. 30, 2026 66 days 7% Nifty 50: 9% 17120 15885 16020