DSP Focused Fund Direct Growth

Scheme code: INF740K01OB0 NAV value: ₹ 55.8220 NAV date: 19 March, 2026 TER: 0.96%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-29.00	86.39	13.44	17.16	11.31
3 year	-6.57	29.26	14.82	14.40	16.76
5 year	-1.14	27.56	14.14	13.70	15.84
7 year	7.66	17.46	13.50	13.11	14.78
10 year	11.14	16.88	14.05	14.15	15.69
12 year	14.07	17.09	15.85	15.70	16.89

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	17.16
3 year	6.28	30.95	15.04	14.4
5 year	8.38	26.02	14.22	13.7
7 year	10.18	15.62	12.93	13.11
10 year	11.42	12.93	12.18	14.15
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	17.16
3 year	6.56	19.64	13.57	14.4
5 year	9.22	12.29	10.75	13.7

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	17.16
3 year	7.68	21.49	15.06	14.4
5 year	10.37	13.5	11.93	13.7

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	17.16
3 year	8.04	32.03	17.81	14.4
5 year	8.18	28.64	15.34	13.7
7 year	10.64	16.42	13.77	13.11
10 year	12.56	14.06	13.31	14.15

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,86,283 - Absolute Returns: ₹86,283 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,33,592 - Absolute Returns: ₹8,33,592 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,50,267 - Absolute Returns: ₹24,50,267 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,35,72,102 - Absolute Returns: ₹51,72,102 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,53,60,673 - Absolute Returns: ₹1,33,60,673 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,65,96,661 - Absolute Returns: ₹2,21,96,661 - CAGR: %

Drawdown Metrics

Max Drawdown

-39.30 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-5.58 %

Calmar Ratio by Duration

1 Y

0.4367

3 Y

0.3664

5 Y

0.3486

7 Y

0.3336

10 Y

0.3601

12 Y

0.3995

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.10	0.96	97.3	96.7	4.01 %	4.00 %
3 years	7.49	0.96	98.8	89.0	18.57 %	11.28 %
5 years	3.26	0.88	89.7	84.9	12.35 %	9.44 %
7 years	2.68	0.93	91.7	88.2	13.14 %	10.74 %
10 years	1.64	0.95	94.4	92.0	13.42 %	12.06 %
12 years	1.23	0.95	94.4	92.0	11.05 %	10.00 %
15 years	0.90	0.95	94.4	92.0	8.75 %	7.92 %