DSP Midcap Fund(IDCW-Reinv)-Direct Plan

48.83 1.08 (2.25%) NAV as on 17-May-22
Fund Family:DSP Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-5.93-13.713.4616.409.7616.79
Category Avg-5.02-11.7912.8219.959.7615.80
Category Best9.643.710.7014.9820.7225.23
Category Worst-0.04-8.37-24.922.631.60-18.60
SENSEX-8.66-12.188.7012.3111.61-
NIFTY-8.54-11.987.9312.0610.74-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
2022NANANA-5.01
202112.768.17-1.507.86
202020.7015.2515.45-22.31
2019-0.44-0.546.204.85
2018-3.44-4.134.48-6.36
20173.283.3411.8418.14

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202129.58140216NA
202024.7849232NA
201910.2678243NA
2018-9.43189272NA
201741.0384261NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
PGIM India Midcap Opp Fund-Reg(G)39.2602-Dec-1317.6931.8915.5417.55
Quant Mid Cap Fund(G)118.6421-Mar-0120.6731.5118.6212.36
SBI Magnum Midcap Fund-Reg(G)132.1015-Apr-0520.4423.7611.3116.25
Kotak Emerging Equity Fund(G)67.7003-Apr-0714.8822.5213.0213.46
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.9216
Semi Standard Deviation [%]0.6402
Beta [%]0.7832
Sharp Ratio [%]-0.0013
R-Square [%]0.8035
Expense Ratio [%]0.8000
AVG Ratio [%]0.0368
Other Ratios
Jenson Ratio [%]-0.0150
Treynor Ratio [%]0.0067
Turnover Ratio [%]0.0000
FAMA Ratio [%]-0.0117
SORTINO Ratio [%]0.0404

Return Calculator

MARKET STATS As on 17/05/2022 As on 17/05/2022

16259.30 (2.63) 54318.47 (2.54)

TOP GAINERS

Company Price Change Gain (%)
Uttam Sugar Mills266.2544.3519.99
Datamatic Global Ser296.0049.3019.98

TOP LOSERS

Company Price Change Loss (%)
Cigniti Technologies382.35-35.95-8.59
Life Insurance Corp875.25-73.75-7.77

Portfolio Comparison

MUTUAL FUND ACTIVITY