What is the 5-year rolling return of DSP Small Cap Fund?

Across 2,169 overlapping 5-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of DSP Small Cap Fund returned an average of 20.09% a year, with a median of 19.00%. The best 5-year stretch returned 37.70% a year and the worst returned -0.56%.

Has DSP Small Cap Fund ever lost money over 5 years?

Yes. 0.3% of the 2,169 5-year holding periods in this fund's history ended below zero. The worst returned -0.56% a year, for someone who invested on 6 April 2015 and sold on 3 April 2020.

What is the difference between the Direct and Regular plans of DSP Small Cap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 20.09% a year on the Direct plan against 19.19% on the Regular plan, a difference of 0.91% a year.

What is the 1-year rolling return of DSP Small Cap Fund?

Across 3,153 overlapping 1-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of DSP Small Cap Fund returned an average of 27.27% a year, with a median of 19.46%. The best 1-year stretch returned 125.74% a year and the worst returned -30.87%.

What is the 3-year rolling return of DSP Small Cap Fund?

Across 2,662 overlapping 3-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of DSP Small Cap Fund returned an average of 22.17% a year, with a median of 22.91%. The best 3-year stretch returned 56.90% a year and the worst returned -12.78%.

What is the 7-year rolling return of DSP Small Cap Fund?

Across 1,673 overlapping 7-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of DSP Small Cap Fund returned an average of 19.02% a year, with a median of 18.56%. The best 7-year stretch returned 26.52% a year and the worst returned 14.27%.

What is the 10-year rolling return of DSP Small Cap Fund?

Across 933 overlapping 10-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of DSP Small Cap Fund returned an average of 20.67% a year, with a median of 19.81%. The best 10-year stretch returned 27.68% a year and the worst returned 15.32%.

DSP Mutual Fund

DSP Small Cap Fund — rolling returns

Small Cap · NAV data as of 16 October 2026

3,396 daily NAV records since 2 January 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,169 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 2 January 2013 to 16 October 2026

Average rolling return

20.09%

Windows computed

2,169

Median return

19.00%

Standard deviation

8.88%

Best 5-year window

37.70%a year

Invested 24 Mar 2020 · exited 24 Mar 2025

Worst 5-year window

-0.56%a year

Invested 6 Apr 2015 · exited 3 Apr 2020

Consistency — share of 5-year windows

Above 0%: 99.7% (2,163 of 2,169)
Above 8%: 94.1% (2,040 of 2,169)
Above 12%: 80.9% (1,754 of 2,169)
Above 15%: 67.6% (1,466 of 2,169)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 435 of 2,169 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for DSP Small Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	27.27%	22.17%	20.09%	19.02%	20.67%
Median	19.46%	22.91%	19.00%	18.56%	19.81%
Minimum	-30.87%	-12.78%	-0.56%	14.27%	15.32%
Maximum	125.74%	56.90%	37.70%	26.52%	27.68%
Std deviation	33.63%	14.41%	8.88%	2.81%	3.42%
Consistency
Above 0%	81.32%	92.94%	99.72%	100.00%	100.00%
Above 8%	68.63%	81.25%	94.05%	100.00%	100.00%
Above 12%	62.80%	75.02%	80.87%	100.00%	100.00%
Above 15%	58.67%	72.54%	67.59%	97.85%	100.00%
Coverage
Windows computed	3,153	2,662	2,169	1,673	933

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 0.91% a year more than Regular.

This fund's Regular plan has NAV going back to 20 June 2007, but its Direct plan only began on 2 January 2013. The 831 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for DSP Small Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	20.09%	19.19%
Best window	37.70%from 24 Mar 2020	36.48%from 24 Mar 2020
Worst window	-0.56%from 6 Apr 2015	-1.21%from 6 Apr 2015
Windows computed	2,169	2,169

Common questions about DSP Small Cap Fund

What is the 5-year rolling return of DSP Small Cap Fund?: Across 2,169 overlapping 5-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of DSP Small Cap Fund returned an average of 20.09% a year, with a median of 19.00%. The best 5-year stretch returned 37.70% a year and the worst returned -0.56%.
Has DSP Small Cap Fund ever lost money over 5 years?: Yes. 0.3% of the 2,169 5-year holding periods in this fund's history ended below zero. The worst returned -0.56% a year, for someone who invested on 6 April 2015 and sold on 3 April 2020.
What is the difference between the Direct and Regular plans of DSP Small Cap Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 20.09% a year on the Direct plan against 19.19% on the Regular plan, a difference of 0.91% a year.
What is the 1-year rolling return of DSP Small Cap Fund?: Across 3,153 overlapping 1-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of DSP Small Cap Fund returned an average of 27.27% a year, with a median of 19.46%. The best 1-year stretch returned 125.74% a year and the worst returned -30.87%.
What is the 3-year rolling return of DSP Small Cap Fund?: Across 2,662 overlapping 3-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of DSP Small Cap Fund returned an average of 22.17% a year, with a median of 22.91%. The best 3-year stretch returned 56.90% a year and the worst returned -12.78%.
What is the 7-year rolling return of DSP Small Cap Fund?: Across 1,673 overlapping 7-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of DSP Small Cap Fund returned an average of 19.02% a year, with a median of 18.56%. The best 7-year stretch returned 26.52% a year and the worst returned 14.27%.
What is the 10-year rolling return of DSP Small Cap Fund?: Across 933 overlapping 10-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of DSP Small Cap Fund returned an average of 20.67% a year, with a median of 19.81%. The best 10-year stretch returned 27.68% a year and the worst returned 15.32%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.