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DSP Nifty Midcap 150 Index Fund - Direct - Growth
TopFund Score: 68/100 · Good
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)0.39%
- AUM (15%)₹17 Cr
Not investment advice — an analytical read of public fund data. Methodology →
DSP Mutual Fund · Equity · Mid Cap
₹10.63
AUM: ₹16 Cr
NAV updated 27 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
0.39%
Exit Load
Nil
Fund Manager
Anil Ghelani
Inception
Dec 2025
Benchmark
NIFTY Midcap 150 Total Return Index
Sharpe Ratio
0.15
Std Dev (1Y)
17.49%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.55%
3m
+4.63%
6m
+6.52%
1y
—
3y
—
5y
—
10y
—
since inception
+6.31%
TopFund's Take on DSP Nifty Midcap 150 Index Fund - Direct - Growth
DSP Nifty Midcap 150 Index Fund - Direct - Growth holds up reasonably well within the Mid Cap category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 68/100.
Cost: At 0.39%, the expense ratio is meaningfully cheaper — about 49% below the Mid Cap category average of 0.77% (based on 232 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.15 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 17.49% is fairly typical for Mid Cap funds.
Who should invest: This fund is best suited to investors with a 5+ year horizon comfortable with meaningfully higher volatility than large cap funds. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about DSP Nifty Midcap 150 Index Fund - Direct - Growth
The current NAV (Net Asset Value) of DSP Nifty Midcap 150 Index Fund - Direct - Growth is ₹10.63. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio of DSP Nifty Midcap 150 Index Fund - Direct - Growth is 0.39% per annum. This is the annual fee charged by the fund to manage your investment.
DSP Nifty Midcap 150 Index Fund - Direct - Growth is managed by Anil Ghelani at DSP Mutual Fund.
DSP Nifty Midcap 150 Index Fund - Direct - Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Yes, DSP Nifty Midcap 150 Index Fund - Direct - Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in DSP Nifty Midcap 150 Index Fund - Direct - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of DSP Nifty Midcap 150 Index Fund - Direct - Growth is ₹17 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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