DSP Large & Mid Cap Fund - Regular Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Latest (Updated on 30th Sep 2025)

Crisil Rank
(Updated on 30th Jun 2025)

Crisil Rank
(Updated on 31st Mar 2025)

Crisil Rank
(Updated on 31st Dec 2024)

Crisil Rank
(Updated on 30th Sep 2024)

Crisil Rank

Returns (NAV as on 01st December, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	24-Nov-25	10100.40	1.00%	-	0.69%	24/33
1 Month	31-Oct-25	10176.00	1.76%	-	0.37%	5/33
3 Month	01-Sep-25	10540.60	5.41%	-	3.98%	10/33
6 Month	30-May-25	10476.30	4.76%	-	5.02%	21/31
YTD	01-Jan-25	10574.00	5.74%	-	4.52%	14/31
1 Year	29-Nov-24	10494.50	4.95%	4.92%	3.67%	15/31
2 Year	01-Dec-23	13989.40	39.89%	18.25%	16.71%	8/26
3 Year	01-Dec-22	16930.70	69.31%	19.17%	17.44%	9/26
5 Year	01-Dec-20	24963.90	149.64%	20.07%	19.69%	10/26
10 Year	01-Dec-15	42421.80	324.22%	15.53%	14.90%	7/19
Since Inception	16-May-00	638045.00	6280.45%	17.65%	14.28%	10/30

Returns Calculator

SIP Returns (NAV as on 01st December, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	29-Nov-24	12000	12844.04	7.03 %	13.26 %
2 Year	01-Dec-23	24000	26792.28	11.63 %	10.96 %
3 Year	01-Dec-22	36000	46697.68	29.72 %	17.63 %
5 Year	01-Dec-20	60000	93454.71	55.76 %	17.75 %
10 Year	01-Dec-15	120000	289645.12	141.37 %	16.78 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	-0.22%	1.54%	5.33%	4.46%	5.85%	4.44%	18.09%	19.05%	19.96%
Nifty 50	-0.55%	1.21%	5.91%	5.32%	10.10%	7.23%	13.29%	11.65%	14.69%
Benchmark: Nifty LargeMidcap 250 TRI	-0.34%	1.13%	5.67%	5.63%	8.12%	6.73%	17.06%	18.07%	20.70%
Category Average	-0.36%	0.37%	3.98%	5.02%	4.52%	3.67%	16.71%	17.44%	19.69%
Category Rank	5/30	4/32	9/33	19/31	13/31	13/31	7/26	9/26	10/26
Best in Category	-0.01%	2.03%	6.37%	9.40%	14.18%	11.06%	24.38%	25.04%	24.67%
Worst in Category	-0.55%	-2.17%	-0.16%	0.24%	-2.85%	-3.02%	11.19%	11.71%	14.09%

quartely results (NAV as on 02nd December, 2025)

Period

This Fund

Nifty 50

Nifty LargeMidcap 250 TRI

Category Average

2025

1.85%

9.64%

2.69%

Q4 - 2025	4.18%	4.82%	--	3.95%
Q3 - 2025	-2.82%	-3.64%	--	-1.71%
Q2 - 2025	9.48%	10.15%	--	8.62%
Q1 - 2025	-3.82%	-2.43%	--	-1.44%

2024

22.99%

8.75%

20.71%

Q4 - 2024	-6.86%	-8.34%	--	-4.96%
Q3 - 2024	7.94%	6.91%	--	7.95%
Q2 - 2024	16.49%	7.48%	--	14.31%
Q1 - 2024	2.55%	3.31%	--	5.52%

2023

30.79%

19.48%

27.46%

Q4 - 2023	13.07%	11.33%	--	11.59%
Q3 - 2023	8.86%	1.07%	--	7.02%
Q2 - 2023	12.17%	10.29%	--	9.18%
Q1 - 2023	-4.05%	-4.60%	--	-4.18%

2022

4.37%

3.24%

1.35%

Q4 - 2022	3.84%	7.76%	--	2.73%
Q3 - 2022	11.46%	8.52%	--	12.00%
Q2 - 2022	-8.83%	-10.70%	--	-8.73%
Q1 - 2022	-2.76%	-0.91%	--	0.75%

2021

29.54%

23.79%

33.55%

Q4 - 2021	-3.46%	-1.02%	--	1.76%
Q3 - 2021	9.45%	12.36%	--	11.99%
Q2 - 2021	11.74%	5.75%	--	11.09%
Q1 - 2021	9.47%	4.80%	--	8.99%

2020

13.89%

14.77%

15.58%

Q4 - 2020	21.15%	22.46%	--	18.82%
Q3 - 2020	5.79%	7.84%	--	10.58%
Q2 - 2020	25.04%	24.82%	--	18.74%
Q1 - 2020	-28.34%	-29.43%	--	-26.72%

2019

11.28%

11.53%

7.86%

Q4 - 2019	5.94%	7.12%	--	5.25%
Q3 - 2019	0.59%	-3.30%	--	-1.68%
Q2 - 2019	-0.95%	1.68%	--	1.25%
Q1 - 2019	5.94%	6.96%	--	4.29%

2018

-8.61%

4.09%

-7.06%

Q4 - 2018	1.43%	-1.32%	--	2.14%
Q3 - 2018	-0.34%	3.29%	--	-1.73%
Q2 - 2018	-2.14%	4.36%	--	-5.54%
Q1 - 2018	-8.06%	-2.14%	--	-7.34%

2017

40.11%

27.58%

38.27%

Q4 - 2017	12.24%	5.84%	--	10.64%
Q3 - 2017	5.24%	2.54%	--	3.54%
Q2 - 2017	2.86%	3.06%	--	5.09%
Q1 - 2017	15.33%	12.16%	--	14.74%

2016

10.17%

2.72%

5.54%

Q4 - 2016	-5.32%	-6.39%	--	-5.62%
Q3 - 2016	9.73%	3.40%	--	8.39%
Q2 - 2016	6.88%	7.45%	--	6.44%
Q1 - 2016	-2.52%	-2.82%	--	-4.21%

2015

5.75%

-4.08%

3.93%

Q4 - 2015	2.01%	-0.06%	--	1.78%
Q3 - 2015	-0.63%	-5.96%	--	-1.83%
Q2 - 2015	-1.52%	-2.54%	--	-1.04%
Q1 - 2015	6.28%	2.50%	--	5.65%

2014

45.13%

31.44%

51.67%

Q4 - 2014	7.43%	4.24%	--	8.97%
Q3 -	--	4.32%	--	--
Q2 - 2014	20.17%	13.25%	--	21.32%
Q1 - 2014	4.80%	6.39%	--	7.22%

Best Quarters

Period	This Fund	Nifty 50	Nifty LargeMidcap 250 TRI	Category Average
Q2 - 2020	25.04%	24.82%	--	18.73%
Q2 - 2020	21.76%	24.82%	--	18.73%
Q4 - 2020	21.15%	22.46%	--	18.82%

Worst Quarters

Period	This Fund	Nifty 50	Nifty LargeMidcap 250 TRI	Category Average
Q1 - 2020	-28.34%	-29.43%	--	-26.72%
Q2 - 2022	-8.83%	-10.70%	--	-8.73%
Q1 - 2020	-28.22%	-29.43%	--	-26.72%