DSP Large and Mid Cap Fund Direct Growth

Scheme code: INF740K01PL6 NAV value: ₹ 662.5860 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year4.8159.4635.2630.46
3 year11.3534.2321.1021.66
5 year4.6031.9116.0416.04
7 year9.1019.3815.6115.02
10 year14.3919.7517.4416.29
12 year16.9418.7517.9115.16

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5135.26
3 year 6.2833.3215.7921.1
5 year 3.5426.0213.516.04
7 year 3.3315.6211.7115.61
10 year 3.4917.2210.617.44
12 year 3.0716.1710.8417.91
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0635.26
3 year 9.0858.729.3121.1
5 year 3.674818.0416.04
7 year 3.831.0314.1415.61
10 year 3.828.9312.3917.44
12 year 3.6326.6512.5917.91
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7635.26
3 year 7.6833.3717.0921.1
5 year 2.3527.6313.5116.04
7 year 3.7616.0112.0715.61
10 year 3.5616.9410.9217.44
12 year 3.3116.5411.0117.91
15 year 6.5616.4210.96
NIFTY LARGEMIDCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -3624.56-2.5935.26
3 year -7.7814.624.2221.1

Rolling return for 1 year

- Average return: 35.26% - Median return: 39.8% - Average standard deviation: 5.6

Rolling return for 3 year

- Average return: 21.1% - Median return: 20.62% - Average standard deviation: 1.94

Rolling return for 5 year

- Average return: 16.04% - Median return: 15.93% - Average standard deviation: 1.04

Rolling return for 7 year

- Average return: 15.61% - Median return: 15.73% - Average standard deviation: 0.75

Rolling return for 10 year

- Average return: 17.44% - Median return: 17.66% - Average standard deviation: 0.49

Rolling return for 12 year

- Average return: 17.91% - Median return: 18.02% - Average standard deviation: 0.45

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,45,7211,45,72112.15
3 year36,00,00048,98,23612,98,23610.81
5 year60,00,00094,04,45534,04,4559.41
7 year84,00,0001,49,36,88665,36,8868.57
10 year1,20,00,0002,98,29,1621,78,29,1629.53
12 year1,44,00,0004,45,29,7913,01,29,7919.86

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.912.15
3 year 7.310.81
5 year 7.489.41
7 year 6.398.57
10 year 5.959.53
12 year 6.119.86
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.0212.15
3 year 20.6410.81
5 year 139.41
7 year 9.488.57
10 year 7.999.53
12 year 8.129.86
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.3512.15
3 year 8.2210.81
5 year 7.779.41
7 year 6.68.57
10 year 6.239.53
12 year 6.379.86
NIFTY LARGEMIDCAP 250
Duration Average return (%) Fund's return (%)
1 year 3.2512.15
3 year 1.1110.81

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,45,721 - Absolute Returns: ₹1,45,721 - CAGR: 12.15%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,98,236 - Absolute Returns: ₹12,98,236 - CAGR: 10.81%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹94,04,455 - Absolute Returns: ₹34,04,455 - CAGR: 9.41%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,49,36,886 - Absolute Returns: ₹65,36,886 - CAGR: 8.57%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,98,29,162 - Absolute Returns: ₹1,78,29,162 - CAGR: 9.53%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,45,29,791 - Absolute Returns: ₹3,01,29,791 - CAGR: 9.86%