DSP Focused Fund Direct Growth

Scheme code: INF740K01OB0 NAV value: ₹ 58.3350 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	5.91	52.91	31.11	27.5
3 year	6.70	28.24	16.19	19.35
5 year	1.19	27.96	12.79	15.23
7 year	6.79	19.59	12.79	14.59
10 year	11.12	16.99	14.42	16.01
12 year	13.85	15.73	14.91	16.38

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.59	31.11
3 year	6.28	33.32	15.79	16.19
5 year	3.54	26.02	13.5	12.79
7 year	3.33	15.62	11.71	12.79
10 year	3.49	17.22	10.6	14.42
12 year	3.07	16.17	10.84	14.91
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	17.85	31.11
3 year	6.56	32.12	15.89	16.19
5 year	3.67	26.2	13.34	12.79
7 year	3.8	15.42	11.89	12.79
10 year	3.8	18	11.04	14.42
12 year	3.63	16.86	11.23	14.91
15 year	7.01	16.36	11.2

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	19.17	31.11
3 year	7.68	33.37	17.29	16.19
5 year	3.4	27.63	13.8	12.79
7 year	3.76	16.01	12.11	12.79
10 year	3.56	16.94	10.91	14.42
12 year	3.31	16.54	11.04	14.91
15 year	6.56	16.42	10.97

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.78	31.11
3 year	8.04	34.46	18.27	16.19
5 year	3.37	28.64	14.21	12.79
7 year	3.97	16.42	12.41	12.79
10 year	3.53	17.72	11.22	14.42
12 year	3.1	16.97	11.31	14.91
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 31.11% - Median return: 32.89% - Average standard deviation: 5.49

Rolling return for 3 year

- Average return: 16.19% - Median return: 16.82% - Average standard deviation: 1.94

Rolling return for 5 year

- Average return: 12.79% - Median return: 12.79% - Average standard deviation: 1.04

Rolling return for 7 year

- Average return: 12.79% - Median return: 12.99% - Average standard deviation: 0.75

Rolling return for 10 year

- Average return: 14.42% - Median return: 14.61% - Average standard deviation: 0.49

Rolling return for 12 year

- Average return: 14.91% - Median return: 15.04% - Average standard deviation: 0.43

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	13,32,090	1,32,090	11.01
3 year	36,00,000	46,12,190	10,12,190	8.61
5 year	60,00,000	86,23,289	26,23,289	7.52
7 year	84,00,000	1,33,72,449	49,72,449	6.87
10 year	1,20,00,000	2,48,95,679	1,28,95,679	7.57
12 year	1,44,00,000	3,66,14,381	2,22,14,381	8.09

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.97	11.01
3 year	7.31	8.61
5 year	7.48	7.52
7 year	6.39	6.87
10 year	5.96	7.57
12 year	6.11	8.09

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	5.27	11.01
3 year	7.48	8.61
5 year	7.46	7.52
7 year	6.41	6.87
10 year	6.17	7.57
12 year	6.32	8.09

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	5.62	11.01
3 year	8.24	8.61
5 year	7.88	7.52
7 year	6.62	6.87
10 year	6.24	7.57
12 year	6.38	8.09

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.67	11.01
3 year	8.72	8.61
5 year	8.23	7.52
7 year	6.82	6.87
10 year	6.47	7.57
12 year	6.6	8.09

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,32,090 - Absolute Returns: ₹1,32,090 - CAGR: 11.01%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,12,190 - Absolute Returns: ₹10,12,190 - CAGR: 8.61%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,23,289 - Absolute Returns: ₹26,23,289 - CAGR: 7.52%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,33,72,449 - Absolute Returns: ₹49,72,449 - CAGR: 6.87%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,48,95,679 - Absolute Returns: ₹1,28,95,679 - CAGR: 7.57%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,66,14,381 - Absolute Returns: ₹2,22,14,381 - CAGR: 8.09%