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 - IDCW
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 1/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 50/100 · Average
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)7.49%
- Expense ratio (20%)0.47%
- AUM (15%)₹434 Cr
Not investment advice — an analytical read of public fund data. Methodology →
DSP Mutual Fund · Equity · Mid Cap
₹14.36
AUM: ₹433 Cr
NAV updated 10 days ago
Plan
Regular
Option
Idcw
Risk
Very High
Expense Ratio
0.47%
Exit Load
Nil
Fund Manager
Anil Ghelani
Inception
Aug 2022
Benchmark
NIFTY Midcap150 Quality 50 Total Return Index
Sharpe Ratio
-0.17
Std Dev (1Y)
17.24%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-5.63%
3m
-3.54%
6m
+8.78%
1y
-5.51%
3y
+7.49%
5y
—
10y
—
since inception
+2.62%
TopFund's Take on DSP Nifty Midcap 150 Index Fund - Regular - IDCW
DSP Nifty Midcap 150 Index Fund - Regular - IDCW sits in the middle of the pack for Mid Cap 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 50/100.
Cost: At 0.47%, the expense ratio is meaningfully cheaper — about 39% below the Mid Cap category average of 0.77% (based on 227 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 negative Sharpe ratio of -0.17 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 17.24% 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
Similar Funds
NIPPON INDIA GROWTH MID CAP FUND - IDCW Option
Nippon India Mutual Fund
Nippon India Quant Fund -Growth Plan - Growth Option
Nippon India Mutual Fund
HSBC Brazil Fund-Growth
HSBC Mutual Fund
Kotak-Small Cap Fund - Growth - Direct
Nippon India Mutual Fund
WhiteOak Capital Mid Cap Fund Direct Plan Growth
WhiteOak Capital Mutual Fund
Edelweiss Low Duration Fund - Direct Plan Growth
Edelweiss Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about DSP Nifty Midcap 150 Index Fund - Regular - IDCW
The current NAV (Net Asset Value) of DSP Nifty Midcap 150 Index Fund - Regular - IDCW is ₹14.36. NAV is updated every business day after market close by AMFI.
1Y: -5.51% · 3Y CAGR: 7.49%
The expense ratio of DSP Nifty Midcap 150 Index Fund - Regular - IDCW is 0.47% per annum. This is the annual fee charged by the fund to manage your investment.
DSP Nifty Midcap 150 Index Fund - Regular - IDCW is managed by Anil Ghelani at DSP Mutual Fund.
DSP Nifty Midcap 150 Index Fund - Regular - IDCW 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 - Regular - IDCW 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 - Regular - IDCW 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 - Regular - IDCW is ₹434 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.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.