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 Nifty Midcap 150 Index Fund - Regular - Growth
★★★★★ monitor_heart Health Score: 59/100 · AverageDSP Mutual Fund · Other · Index Funds
₹10.32
AUM: ₹458 Cr
NAV updated 21 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.57%
Exit Load
Nil
Fund Manager
Anil Ghelani
Inception
Aug 2022
Benchmark
NIFTY Midcap150 Quality 50 Total Return Index
Sharpe Ratio
0.06
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
+1.83%
3m
+13.13%
6m
-0.68%
1y
-3.59%
3y
+11.99%
5y
—
10y
—
since inception
+4.06%
rate_review TopFund's Take on DSP Nifty Midcap 150 Index Fund - Regular - Growth
DSP Nifty Midcap 150 Index Fund - Regular - Growth sits in the middle of the pack for Index Funds funds, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 59/100.
Cost: At 0.57%, the expense ratio runs 42% above the Index Funds category average of 0.4%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.06 — 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
info Fund Snapshot
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Frequently Asked Questions about DSP Nifty Midcap 150 Index Fund - Regular - Growth
The current NAV (Net Asset Value) of DSP Nifty Midcap 150 Index Fund - Regular - Growth is ₹10.32. NAV is updated every business day after market close by AMFI.
1Y: -3.59% · 3Y CAGR: 11.99%
The expense ratio is 0.57% per annum — the annual fee deducted from your investment to cover fund management costs.
DSP Nifty Midcap 150 Index Fund - Regular - Growth is managed by Anil Ghelani at DSP Mutual Fund.
DSP Nifty Midcap 150 Index Fund - Regular - Growth is a High risk fund. Suitable for investors with a 3+ year horizon.
DSP Nifty Midcap 150 Index Fund - Regular - Growth is a Index Funds fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of DSP Nifty Midcap 150 Index Fund - Regular - Growth is ₹458 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.