DSP Mid Cap Fund
Direct · Growth ₹173.30
20 Jul 2026
NAV
18.3%
3Y CAGR
17.1%
5Y CAGR
17.7%
10Y CAGR
18.1%
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.
5.38
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 | ₹12.97 L | 22.9% | -44.0% | 130.3% |
| 3 Years | ₹36.00 L | ₹46.87 L | 17.8% | -15.6% | 37.2% |
| 5 Years | ₹60.00 L | ₹88.96 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 | ₹2.83 Cr | 16.7% | 13.6% | 20.2% |
| 12 Years | ₹1.44 Cr | ₹4.24 Cr | 16.9% | 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 | 22.9% | 22.1% | 21.6% | +0.9% |
| 3 Years | 17.8% | 17.4% | 20.0% | +0.4% |
| 5 Years | 16.4% | 16.5% | 19.4% | -0.1% |
| 7 Years | 16.4% | 16.7% | 19.3% | -0.3% |
| 10 Years | 16.7% | 16.6% | 19.4% | +0.1% |
| 12 Years | 16.9% | 16.3% | 18.9% | +0.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 21.7% | 16.0% | -22.0% | 102.6% | 0.62 | 2.62 | 80% | — | — |
| 3 Years | 18.3% | 18.6% | -4.1% | 44.3% | 1.51 | 9.53 | 98% | — | — |
| 5 Years | 17.1% | 17.1% | 4.0% | 31.5% | 1.90 | 74.95 | 100% | — | — |
| 10 Years | 17.7% | 17.4% | 13.4% | 22.6% | 5.38 | — | 100% | — | — |
-32.7%
Max Drawdown
1 mo
Drawdown Duration
5 mo
Recovery Time
-6.3%
Avg Drawdown
Calmar Ratio by Duration
0.66
1Y
0.56
3Y
0.52
5Y
0.51
7Y
0.54
10Y
0.59
12Y
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.25 | 0.92 | 91.4% | 91.4% | 4.3% | 4.4% |
| 3 Years | +0.67 | 0.89 | 90.3% | 89.0% | 18.0% | 18.8% |
| 5 Years | -2.58 | 0.86 | 86.9% | 88.6% | 13.1% | 17.1% |
| 7 Years | -1.32 | 0.86 | 84.9% | 85.0% | 17.4% | 20.7% |
| 10 Years | -0.43 | 0.85 | 84.1% | 83.3% | 15.3% | 17.3% |
| 12 Years | +0.68 | 0.88 | 87.4% | 85.8% | 16.1% | 16.7% |
| 15 Years | +0.99 | 0.88 | 88.3% | 86.3% | 15.2% | 15.3% |
57
Total Holdings
27.2%
Top 10 Weight
27
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Coforge Limited | 3.47% |
| 2 | IPCA Laboratories Limited | 3.11% |
| 3 | Cholamandalam Investment and Finance Company Limited | 2.69% |
| 4 | Schaeffler India Limited | 2.68% |
| 5 | Voltas Limited | 2.65% |
| 6 | Fortis Healthcare Limited | 2.60% |
| 7 | Jindal Steel Limited | 2.53% |
| 8 | Max Financial Services Limited | 2.51% |
| 9 | Coromandel International Limited | 2.49% |
| 10 | Supreme Industries Limited | 2.43% |