DSP Healthcare Fund Direct Growth

Scheme code: INF740KA1LG1 NAV value: ₹ 40.8540 NAV date: 18 March, 2026 TER: 0.66%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-14.02	97.11	24.23	28.36	13.63
3 year	14.96	35.13	22.87	23.83	18.78
5 year	14.94	35.56	26.88	26.13	15.46
7 year	21.60	23.64	22.74	22.79	13.55

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	28.36
3 year	6.28	30.95	15.04	23.83
5 year	8.38	26.02	14.22	26.13
7 year	10.18	15.62	12.93	22.79
10 year	11.42	12.93	12.18
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	28.36
3 year	6.56	19.64	13.57	23.83
5 year	9.22	12.29	10.75	26.13

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	28.36
3 year	7.68	21.49	15.06	23.83
5 year	10.37	13.5	11.93	26.13

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	28.36
3 year	8.04	32.03	17.81	23.83
5 year	8.18	28.64	15.34	26.13
7 year	10.64	16.42	13.77	22.79
10 year	12.56	14.06	13.31

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: ₹13,48,374 - Absolute Returns: ₹1,48,374 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,31,780 - Absolute Returns: ₹13,31,780 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,08,44,427 - Absolute Returns: ₹48,44,427 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,76,56,784 - Absolute Returns: ₹92,56,784 - CAGR: %

Drawdown Metrics

Max Drawdown

-21.74 %

Drawdown Duration

1 months

Recovery Time

1 months

Avg Drawdown

-4.49 %

Calmar Ratio by Duration

1 Y

1.3045

3 Y

1.0961

5 Y

1.2019

7 Y

1.0483

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-4.10	0.60	54.9	55.3	0.91 %	4.00 %
3 years	13.53	0.51	61.3	39.0	22.45 %	11.28 %
5 years	7.26	0.51	56.0	43.1	15.27 %	9.44 %
7 years	13.00	0.50	55.9	39.3	21.61 %	10.74 %
10 years	7.68	0.50	55.1	39.0	14.91 %	7.97 %
12 years	5.73	0.50	55.1	39.0	12.28 %	6.60 %
15 years	3.83	0.50	55.1	39.0	9.71 %	5.25 %