DSP Mid Cap Fund Direct Growth

Scheme code: INF740K01PX1 NAV value: ₹ 149.7880 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	1.20	60.88	32.19	35.89
3 year	10.52	28.32	18.38	26.04
5 year	6.78	27.27	15.70	18.23
7 year	11.49	23.74	16.45	17.11
10 year	13.36	22.95	18.52	19.58
12 year	17.40	19.62	18.74	19.98

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.06	65.77	27.85	32.19
3 year	11.28	45.45	27.04	18.38
5 year	2.1	39.21	17.39	15.7
7 year	4.3	21.04	14.32	16.45
10 year	0.52	21.2	10.89	18.52
12 year	0.21	19.63	10.67	18.74
15 year	4.97	19.36	10.46

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	65.59	29.29	32.19
3 year	11.11	42.73	26.36	18.38
5 year	0.33	37.55	15.88	15.7
7 year	4.52	19.53	13.82	16.45
10 year	3.36	21.04	13.39	18.52
12 year	3.48	19.67	13.16	18.74
15 year	7.73	20.72	13.14

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	63.69	25.45	32.19
3 year	13.61	42.26	26.48	18.38
5 year	4.41	36.78	18.12	15.7
7 year	7.26	20.87	16.06	16.45
10 year	5.58	22.47	14.68	18.52
12 year	4.77	21.65	14.06	18.74
15 year	7.99	22.29	13.65

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	84	34.98	32.19
3 year	14.52	45.86	31.83	18.38
5 year	8.28	40.38	23.11	15.7
7 year	14.14	28.21	22.09	16.45
10 year	14.44	28.8	21.87	18.52
12 year	10.67	28.77	21.53	18.74
15 year	14.1	29.21	20.89

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	21.81	32.19
3 year	4.76	30.51	15.88	18.38
5 year	6.69	25.56	14.86	15.7
7 year	8.9	21.06	15.78	16.45
10 year	9.82	25.87	16.94	18.52
12 year	11.27	24.54	16.77	18.74
15 year	12.8	22.2	16.54

Rolling return for 1 year

- Average return: 32.19% - Median return: 35.83% - Average standard deviation: 6.21

Rolling return for 3 year

- Average return: 18.38% - Median return: 18.45% - Average standard deviation: 1.9

Rolling return for 5 year

- Average return: 15.7% - Median return: 16.09% - Average standard deviation: 1.07

Rolling return for 7 year

- Average return: 16.45% - Median return: 15.75% - Average standard deviation: 0.83

Rolling return for 10 year

- Average return: 18.52% - Median return: 18.63% - Average standard deviation: 0.6

Rolling return for 12 year

- Average return: 18.74% - Median return: 18.87% - Average standard deviation: 0.55

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 year	12,00,000	13,28,374	1,28,374	10.70
3 year	36,00,000	46,94,100	10,94,100	9.25
5 year	60,00,000	91,73,427	31,73,427	8.86
7 year	84,00,000	1,48,14,046	64,14,046	8.44
10 year	1,20,00,000	2,88,58,307	1,68,58,307	9.17
12 year	1,44,00,000	4,31,83,476	2,87,83,476	9.58

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	8.02	10.7
3 year	13.52	9.25
5 year	11.1	8.86
7 year	8.58	8.44
10 year	7.33	9.17
12 year	7.49	9.58

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	8.45	10.7
3 year	13.17	9.25
5 year	10.58	8.86
7 year	8.06	8.44
10 year	7.88	9.17
12 year	7.95	9.58

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	7.14	10.7
3 year	12.89	9.25
5 year	11.21	8.86
7 year	9.03	8.44
10 year	8.85	9.17
12 year	8.75	9.58

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	9.06	10.7
3 year	15.28	9.25
5 year	14.09	8.86
7 year	12.08	8.44
10 year	12.95	9.17
12 year	13.14	9.58

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	6.82	10.7
3 year	7.27	9.25
5 year	8.09	8.86
7 year	7.95	8.44
10 year	9.36	9.17
12 year	9.44	9.58

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,28,374 - Absolute Returns: ₹1,28,374 - CAGR: 10.7%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,94,100 - Absolute Returns: ₹10,94,100 - CAGR: 9.25%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,73,427 - Absolute Returns: ₹31,73,427 - CAGR: 8.86%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,48,14,046 - Absolute Returns: ₹64,14,046 - CAGR: 8.44%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,88,58,307 - Absolute Returns: ₹1,68,58,307 - CAGR: 9.17%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,31,83,476 - Absolute Returns: ₹2,87,83,476 - CAGR: 9.58%