debtModerate risk

DSP Medium Term Fund - Regular Plan - IDCW

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From DSP Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹11.686

▼ 0.11% today

As of 28 Aug 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹99.9k

▼ ₹53 loss · -0.1% / year

Invested 3 years ago

₹1.01 L

▲ ₹697 gain · 0.2% / year

Invested 5 years ago

₹1.02 L

▲ ₹2.0k gain · 0.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

6.7%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-12.99%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-0.05%

CAGR — 3 years0.23%

CAGR — 5 years0.40%

CAGR — since launch0.28%

Volatility — 1 year (annualised)5.23%

Volatility — 3 years (annualised)6.73%

Max drawdown — 1 year-5.64%

Max drawdown — 3 years-7.37%

Sharpe ratio — 1 year (rf=6%)-1.16

Sharpe ratio — 3 years (rf=6%)-0.86

Fund info

Fund house: DSP Mutual Fund
Category: Income/Debt Oriented Schemes - Medium Term Fund
Plan: Regular
Option: IDCW
ISIN (Growth): INF740K01565
ISIN (Div re-invest): INF740K01995
Fund code: 100077
First price on record: 3 Apr 2006 · 4,938 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.