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 Quality 50 Index Fund - Regular - Growth
★★★★★ 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: 52/100 · Average
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)8.3%
- 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
₹14.62
AUM: ₹433 Cr
NAV updated 7 days ago
Plan
Regular
Option
Growth
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
-0.35
Std Dev (1Y)
15.48%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.49%
3m
-2.14%
6m
+8.7%
1y
-3.94%
3y
+8.3%
5y
—
10y
—
since inception
+8.88%
TopFund's Take on DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - Growth
DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - Growth 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 52/100.
Cost: At 0.47%, the expense ratio is meaningfully cheaper — about 39% below the Mid Cap category average of 0.77% (based on 230 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 -0.35 — 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 15.48% 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 Quality 50 Index Fund - Regular - Growth
The current NAV (Net Asset Value) of DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - Growth is ₹14.62. NAV is updated every business day after market close by AMFI.
1Y: -3.94% · 3Y CAGR: 8.3%
The expense ratio of DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - Growth is 0.47% per annum. This is the annual fee charged by the fund to manage your investment.
DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - Growth is managed by Anil Ghelani at DSP Mutual Fund.
DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - 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 Quality 50 Index Fund - Regular - 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 Quality 50 Index Fund - Regular - 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 Quality 50 Index Fund - Regular - Growth 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.
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