DSP Large and Mid Cap Fund Direct Growth

Scheme code: INF740K01PL6 NAV value: ₹ 647.7950 NAV date: 19 March, 2026 TER: 0.65%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-28.89	92.21	15.79	19.98	14.06
3 year	-5.28	32.48	18.57	17.51	20.95
5 year	1.87	31.60	17.23	16.79	17.1
7 year	10.10	19.70	16.14	15.96	14.28
10 year	14.39	19.60	17.13	17.28	15.52
12 year	17.07	19.64	18.40	18.36	16.57

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	19.98
3 year	6.28	30.95	15.04	17.51
5 year	8.38	26.02	14.22	16.79
7 year	10.18	15.62	12.93	15.96
10 year	11.42	12.93	12.18	17.28
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	19.98
3 year	6.56	19.64	13.57	17.51
5 year	9.22	12.29	10.75	16.79

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	19.98
3 year	7.68	21.49	15.06	17.51
5 year	10.37	13.5	11.93	16.79

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.72	22.91	5.17	19.98
3 year	10.41	25.89	18.61	17.51
5 year	13.4	16.23	14.81	16.79

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: ₹12,97,436 - Absolute Returns: ₹97,436 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,58,980 - Absolute Returns: ₹10,58,980 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,27,757 - Absolute Returns: ₹31,27,757 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,51,21,262 - Absolute Returns: ₹67,21,262 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,00,30,737 - Absolute Returns: ₹1,80,30,737 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,42,32,075 - Absolute Returns: ₹2,98,32,075 - CAGR: %

Drawdown Metrics

Max Drawdown

-36.75 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.85 %

Calmar Ratio by Duration

1 Y

0.5436

3 Y

0.4764

5 Y

0.4568

7 Y

0.4343

10 Y

0.4702

12 Y

0.4996

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.77	0.93	96.9	92.2	6.93 %	4.00 %
3 years	8.94	0.97	100.0	88.2	20.07 %	11.28 %
5 years	6.39	0.92	94.2	86.0	15.60 %	9.44 %
7 years	5.85	0.89	91.7	85.3	16.11 %	10.74 %
10 years	5.06	0.91	94.6	88.7	16.62 %	12.06 %
12 years	4.01	0.91	94.6	88.7	13.69 %	10.00 %
15 years	3.02	0.91	94.6	88.7	10.81 %	7.92 %