DSP Mid Cap Fund Direct Growth

Scheme code: INF740K01PX1 NAV value: ₹ 142.6960 NAV date: 15 April, 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	31.47	32.19
3 year	11.28	45.45	26.77	18.38
5 year	0.26	39.21	16.85	15.7
7 year	4.3	21.04	14.25	16.45
10 year	0.52	21.2	10.83	18.52
12 year	0.21	19.63	10.59	18.74
15 year	4.97	19.36	10.42

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	66.14	33.04	32.19
3 year	11.11	42.73	26.14	18.38
5 year	-1.26	37.55	15.32	15.7
7 year	4.52	19.53	13.78	16.45
10 year	3.36	21.04	13.39	18.52
12 year	3.48	19.67	13.11	18.74
15 year	7.73	20.72	13.12

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	65.65	32.3	32.19
3 year	13.26	42.26	26.03	18.38
5 year	1.81	36.78	17.18	15.7
7 year	7.26	20.87	16.01	16.45
10 year	5.58	22.47	14.64	18.52
12 year	4.77	21.65	14.31	18.74
15 year	8.49	22.29	14.1

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	86.3	40.82	32.19
3 year	14.52	45.86	31.89	18.38
5 year	6.87	40.38	22.64	15.7
7 year	14.14	28.21	22.13	16.45
10 year	14.44	28.8	21.88	18.52
12 year	10.67	28.77	21.49	18.74
15 year	14.1	29.21	20.86

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	24.07	32.19
3 year	4.76	30.51	15.95	18.38
5 year	5.2	25.56	14.62	15.7
7 year	8.9	21.06	15.85	16.45
10 year	9.82	25.87	17	18.52
12 year	11.27	24.54	16.77	18.74
15 year	12.8	22.2	16.57

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	9.32	10.7
3 year	13.53	9.25
5 year	10.89	8.86
7 year	8.53	8.44
10 year	7.27	9.17
12 year	7.46	9.58

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	9.93	10.7
3 year	13.2	9.25
5 year	10.36	8.86
7 year	8.02	8.44
10 year	7.85	9.17
12 year	7.92	9.58

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	9.74	10.7
3 year	12.91	9.25
5 year	10.84	8.86
7 year	8.97	8.44
10 year	8.8	9.17
12 year	8.93	9.58

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	11.63	10.7
3 year	15.42	9.25
5 year	13.92	8.86
7 year	12.09	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	7.94	10.7
3 year	7.32	9.25
5 year	8.01	8.86
7 year	8.01	8.44
10 year	9.39	9.17
12 year	9.45	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%