DSP Midcap Fund - Direct Plan - Growth
code 119071 Mid Cap Fund direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-01-02, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 3.26% | -6.86% | -7.02% | 0.16% | 2026-10-09 → 2026-11-09 |
| 3M | -4.63% | -2.71% | -3.44% | 0.73% | 2026-08-07 → 2026-11-09 |
| 6M | -0.88% | 9.13% | 9.90% | -0.77% | 2026-05-08 → 2026-11-09 |
| 1Y | 1.85% | 3.19% | 4.81% | -1.62% | 2025-11-07 → 2026-11-09 |
| 3Y | 13.13% | 12.83% | 13.65% | -0.82% | 2023-11-09 → 2026-11-09 |
| 5Y | 10.27% | 10.88% | 14.85% | -3.97% | 2021-11-09 → 2026-11-09 |
| 7Y | 16.14% | 16.43% | 21.16% | -4.72% | 2019-11-08 → 2026-11-09 |
| 10Y | 14.01% | 13.97% | 16.76% | -2.78% | 2016-11-09 → 2026-11-09 |
| since inception | 16.40% | 16.42% | 17.51% | -1.08% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 71.67% | 7.95% | 12.32% | 41.03% | -9.43% | 10.26% | 24.78% | 29.58% | -3.97% | 39.75% | 23.60% | 2.68% |
| benchmark | 62.67% | 9.70% | 6.53% | 55.73% | -12.62% | 0.62% | 25.56% | 48.16% | 3.91% | 44.61% | 24.46% | 5.98% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,131 | 21.40% | 15.45% | -21.87% | 101.99% | 81% | 47% |
| 3 years | 2,643 | 18.25% | 18.50% | -4.08% | 44.24% | 98% | 41% |
| 5 years | 2,150 | 16.98% | 16.89% | 3.95% | 31.48% | 100% | 39% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 12.69% | 9.97% | 12.97% |
| volatility | 18.49% | 16.89% | 18.14% |
| max drawdown | -21.23% | -21.49% | -32.72% |
| downside deviation | 12.42% | 11.22% | 12.73% |
| Sharpe ratio | 0.42 | 0.31 | 0.47 |
| Sortino ratio | 0.62 | 0.47 | 0.67 |
| Calmar ratio | 0.60 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Mid Cap Fund
Overall ★★☆☆☆ (3y ★★☆☆☆ · 5y ★☆☆☆☆ · 10y ★★☆☆☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 29 funds | 5 years of 22 funds | 10 years of 17 funds |
|---|---|---|---|
| return | 83rd | 96th | 88th |
| volatility | 61st | 62nd | 7th |
| Sharpe | 83rd | 96th | 75th |
| Sortino | 83rd | 96th | 75th |
| worst fall | 50th | 62nd | 7th |
| risk-adjusted return (MRAR) | 83rd | 96th | 69th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.