info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

DSP Mutual Fund

DSP Nifty Midcap 150 Index Fund - Direct - Growth

monitor_heart Health Score: 68/100 · Good

DSP Mutual Fund · Other · Index Funds

₹10.36

-0.01 (-0.06%) trending_down

AUM: ₹14 Cr

NAV updated 22 days ago

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

0.41%

Exit Load

Nil

Fund Manager

Anil Ghelani

Inception

Dec 2025

Benchmark

NIFTY Midcap 150 Total Return Index

Sharpe Ratio

0.1

Std Dev (1Y)

19.24%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+3.02%

3m

+15.52%

6m

+1.36%

1y

3y

5y

10y

since inception

+4.48%

rate_review 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 Index Funds category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 68/100.

Cost: At 0.41%, the expense ratio is roughly in line with the Index Funds category average of 0.4% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.1 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 19.24% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to cost-conscious investors happy to simply match the market rather than try to beat it. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

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.

donut_small Sector Allocation

pie_chart Asset Allocation

Equity 99.71%
Reverse Repo 0.16%
Net Receivables 0.13%

Frequently Asked Questions about DSP Nifty Midcap 150 Index Fund - Direct - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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