DSP Large & Mid Cap Fund Direct Plan-Growth
Equity: Large & MidCap - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Large & MidCapBenchmark: NIFTY Large Midcap 250 Total Return Index
NAV: ₹704.1-0.46%
16 Jul 2026
Rolling Returns Analysis
Rolling annualized returns of DSP Large & Mid Cap Fund Direct Plan-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 07 Jan, 2014 - 16 Jul, 2026 | 22 Jan, 2016 - 16 Jul, 2026 | 30 Jan, 2018 - 16 Jul, 2026 | 13 Feb, 2020 - 16 Jul, 2026 |
| Average returns | 19.95% | 17.84% | 16.97% | 16.26% |
| Standard deviation | 20.88% | 6.58% | 5.19% | 1.84% |
| Best returns | 89.17% 1 year ending on 08 Apr, 2021 | 33.11% 3 years ending on 03 Apr, 2023 | 32.07% 5 years ending on 21 Apr, 2025 | 19.89% 7 years ending on 04 Dec, 2025 |
| Worst returns | -28.46% 1 year ending on 23 Mar, 2020 | -4.92% 3 years ending on 23 Mar, 2020 | 1.90% 5 years ending on 23 Mar, 2020 | 8.83% 7 years ending on 23 Mar, 2020 |
| Period with positive return | 85.46% | 98.34% | 100.00% | 100.00% |
| Period with return > 5% | 72.71% | 93.30% | 98.70% | 100.00% |
| Period with return > 10% | 60.58% | 88.11% | 92.94% | 99.68% |
| Period with return > 15% | 51.27% | 71.35% | 63.51% | 76.06% |
| Beat % Category | 53.83% | 68.95% | 66.01% | 72.27% |
| Beat % Benchmark | 54.54% | 66.63% | 58.57% | 64.69% |
Trailing Returns
Point-to-point returns of DSP Large & Mid Cap Fund Direct Plan-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
5%
10%
15%
-2.6%
1.1%
-0.8%
YTD
1.2%
2.2%
1.2%
1 M
-2.3%
2.7%
0.6%
6 M
0.6%
2.6%
1.8%
1 Y
16.9%
16.3%
14.8%
3 Y
13.7%
14.8%
14.2%
5 Y
15.5%
15.2%
15.4%
10 Y
Fund
Equity: Large & MidCap
NIFTY Large Midcap 250 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -2.63% | 1.17% | -2.31% | 0.59% | 16.87% | 13.71% | 15.47% | 16.18% |
| Equity: Large & MidCap | 1.08% | 2.18% | 2.66% | 2.61% | 16.28% | 14.82% | 15.20% | - |
| NIFTY Large Midcap 250 Total Return Index | -0.77% | 1.18% | 0.64% | 1.79% | 14.77% | 14.19% | 15.43% | - |
| Rank in category | 35 | 31 | 36 | 28 | 9 | 17 | 10 | - |
| Funds in category | 38 | 39 | 38 | 37 | 25 | 24 | 17 | - |
Period Returns
Calendar-year, quarterly and monthly return history of DSP Large & Mid Cap Fund Direct Plan-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of DSP Large & Mid Cap Fund Direct Plan-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
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Frequently Asked Questions
What are the 1-year returns of DSP Large & Mid Cap Fund Direct Plan-Growth?
DSP Large & Mid Cap Fund Direct Plan-Growth has delivered a 1-year return of 0.59% as of 16 Jul 2026. During the same period, its benchmark NIFTY Large Midcap 250 Total Return Index returned 1.79%. The fund has underperformed its benchmark over this period.
What are the 3-year returns of DSP Large & Mid Cap Fund Direct Plan-Growth?
DSP Large & Mid Cap Fund Direct Plan-Growth has delivered a 3-year CAGR of 16.87% as of 16 Jul 2026. Its benchmark NIFTY Large Midcap 250 Total Return Index returned 14.77% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of DSP Large & Mid Cap Fund Direct Plan-Growth?
DSP Large & Mid Cap Fund Direct Plan-Growth has delivered a 5-year CAGR of 13.71% as of 16 Jul 2026. Its benchmark NIFTY Large Midcap 250 Total Return Index returned 14.19% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of DSP Large & Mid Cap Fund Direct Plan-Growth since inception?
Since its launch on 31 Dec 2012, DSP Large & Mid Cap Fund Direct Plan-Growth has delivered a CAGR of 16.18%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has DSP Large & Mid Cap Fund Direct Plan-Growth performed vs its category over the long term?
Over the long term, DSP Large & Mid Cap Fund Direct Plan-Growth has ranked 9 out of 25 funds in the Equity: Large & MidCap category on a 3-year basis, and 17 out of 24 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of DSP Large & Mid Cap Fund Direct Plan-Growth?
The Sharpe ratio of DSP Large & Mid Cap Fund Direct Plan-Growth is 0.73 (as of 16 Jul 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of DSP Large & Mid Cap Fund Direct Plan-Growth?
The 3Y alpha of DSP Large & Mid Cap Fund Direct Plan-Growth is 4.04% (as of 16 Jul 2026). Alpha measures the excess return generated by the fund over and above its benchmark NIFTY Large Midcap 250 Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of DSP Large & Mid Cap Fund Direct Plan-Growth?
The beta of DSP Large & Mid Cap Fund Direct Plan-Growth is 1.02 (as of 16 Jul 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark NIFTY Large Midcap 250 Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. DSP Large & Mid Cap Fund Direct Plan-Growth's beta of 1.02 indicates it is more aggressive than its benchmark.
What are the rolling returns of DSP Large & Mid Cap Fund Direct Plan-Growth?
The average 1-year and 3-year rolling returns of DSP Large & Mid Cap Fund Direct Plan-Growth is 19.95% and 17.84% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.