DSP Mid Cap Fund
Direct · Growth ₹166.09
05 Jun 2026
NAV
18.3%
3Y CAGR
17.1%
5Y CAGR
17.8%
10Y CAGR
18.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.44
Sharpe
-32.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.98 L | 23.1% | -44.0% | 130.3% |
| 3 Years | ₹36.00 L | ₹46.93 L | 17.9% | -15.6% | 37.2% |
| 5 Years | ₹60.00 L | ₹89.10 L | 16.4% | -3.4% | 29.7% |
| 7 Years | ₹84.00 L | ₹1.50 Cr | 16.4% | 5.5% | 23.5% |
| 10 Years | ₹1.20 Cr | ₹2.84 Cr | 16.7% | 13.6% | 20.2% |
| 12 Years | ₹1.44 Cr | ₹4.26 Cr | 17.0% | 14.1% | 20.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY MIDCAP 150 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 23.1% | 22.2% | 21.9% | +0.9% |
| 3 Years | 17.9% | 17.4% | 20.1% | +0.4% |
| 5 Years | 16.4% | 16.5% | 19.3% | -0.1% |
| 7 Years | 16.4% | 16.7% | 19.1% | -0.3% |
| 10 Years | 16.7% | 16.6% | 19.3% | +0.1% |
| 12 Years | 17.0% | 16.3% | 18.8% | +0.7% |