EquityMid Cap FundDirect · Growth
DSP Midcap Fund - Direct Plan - Growth
DSP · Scheme 119071
₹176.02▼ 0.17%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
17.1%
Risk level
High
Min SIP
—
Benchmark
Nifty Midcap 150 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.88% |
| 3 Months | +5.80% |
| 6 Months | +6.24% |
| 1 Year | +8.49% |
| 3 Years (CAGR) | +17.13% |
| 5 Years (CAGR) | +12.97% |
| 10 Years (CAGR) | +15.10% |
| Since Launch | +17.13% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns45
Consistency57
Risk-adjusted54
Downside protection60
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +17.1%
- ✓ 10Y CAGR: +15.1%
- ✓ Positive 3Y windows: 98% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 7.8%
- ✓ Alpha vs benchmark: +8.9%
What to watch
- • 3Y CAGR vs category: -2.7% vs category avg
- • 5Y CAGR vs category: -4.0% vs category avg
- • Beat category: beat category in 36% of windows
- • Sharpe ratio: 0.68
Risk metrics
Sharpe ratio
0.68
Sortino ratio
0.82
Volatility
16.18%
Max drawdown
-32.72%
Downside capture
84.00%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.