• 1 Year Returns: -0.79%
• 3 Year Returns: 7.65%
• 5 Year Returns: 4.19%

• Specialized Finance | 8.83%
• Auto Parts | 8.01%
• IT Services & Consulting | 7.13%
• Private Banks | 6.40%
• Pharmaceuticals | 4.54%

• TREPS / Reverse Repo Investments | 4.29%
• Coforge Limited | 4.03%
• Cholamandalam Investment and Finance Company Ltd | 2.88%
• Fortis Healthcare Ltd | 2.77%
• Federal Bank Ltd | 2.74%

• Equity | 95.71%
• Cash & Equivalents | 4.29%

The alpha ratio for the DSP Midcap Fund(IDCW-Reinv) is 0.23

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the DSP Midcap Fund(IDCW-Reinv) is 15.24

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the DSP Midcap Fund(IDCW-Reinv) is 0.30

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the DSP Midcap Fund(IDCW-Reinv) is 0.03

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.