DSP Large and Mid Cap Fund Direct Growth

Scheme code: INF740K01PL6 NAV value: ₹ 662.5860 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year4.8159.4635.2630.46
3 year11.3534.2321.1021.66
5 year4.6031.9116.0416.04
7 year9.1019.3815.6115.02
10 year14.3919.7517.4416.29
12 year16.9418.7517.9115.16

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5935.26
3 year 6.2833.3215.7921.1
5 year 3.5426.0213.516.04
7 year 3.3315.6211.7115.61
10 year 3.4917.2210.617.44
12 year 3.0716.1710.8417.91
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0217.8535.26
3 year 6.5632.1215.8921.1
5 year 3.6726.213.3416.04
7 year 3.815.4211.8915.61
10 year 3.81811.0417.44
12 year 3.6316.8611.2317.91
15 year 7.0116.3611.2
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3719.1735.26
3 year 7.6833.3717.2921.1
5 year 3.427.6313.816.04
7 year 3.7616.0112.1115.61
10 year 3.5616.9410.9117.44
12 year 3.3116.5411.0417.91
15 year 6.5616.4210.97
NIFTY LARGEMIDCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -3624.56-2.5935.26
3 year -7.7814.624.2221.1

Rolling return for 1 year

- Average return: 35.26% - Median return: 39.8% - Average standard deviation: 5.6

Rolling return for 3 year

- Average return: 21.1% - Median return: 20.62% - Average standard deviation: 1.94

Rolling return for 5 year

- Average return: 16.04% - Median return: 15.93% - Average standard deviation: 1.04

Rolling return for 7 year

- Average return: 15.61% - Median return: 15.73% - Average standard deviation: 0.75

Rolling return for 10 year

- Average return: 17.44% - Median return: 17.66% - Average standard deviation: 0.49

Rolling return for 12 year

- Average return: 17.91% - Median return: 18.02% - Average standard deviation: 0.45

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 year12,00,00013,45,7211,45,72112.15
3 year36,00,00048,98,23612,98,23610.81
5 year60,00,00094,04,45534,04,4559.41
7 year84,00,0001,49,36,88665,36,8868.57
10 year1,20,00,0002,98,29,1621,78,29,1629.53
12 year1,44,00,0004,45,29,7913,01,29,7919.86

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.9712.15
3 year 7.3110.81
5 year 7.489.41
7 year 6.398.57
10 year 5.969.53
12 year 6.119.86
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 5.2712.15
3 year 7.4810.81
5 year 7.469.41
7 year 6.418.57
10 year 6.179.53
12 year 6.329.86
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 5.6212.15
3 year 8.2410.81
5 year 7.889.41
7 year 6.628.57
10 year 6.249.53
12 year 6.389.86
NIFTY LARGEMIDCAP 250
Duration Average return (%) Fund's return (%)
1 year 3.2512.15
3 year 1.1110.81

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,45,721 - Absolute Returns: ₹1,45,721 - CAGR: 12.15%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,98,236 - Absolute Returns: ₹12,98,236 - CAGR: 10.81%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹94,04,455 - Absolute Returns: ₹34,04,455 - CAGR: 9.41%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,49,36,886 - Absolute Returns: ₹65,36,886 - CAGR: 8.57%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,98,29,162 - Absolute Returns: ₹1,78,29,162 - CAGR: 9.53%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,45,29,791 - Absolute Returns: ₹3,01,29,791 - CAGR: 9.86%