DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹433.96 Cr
Expense Ratio
1.13%
Exit Load
0.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
4 Aug 2022
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -4.21% | -- |
| 3 Months | -4.77% | -- |
| 6 Months | +2.04% | -- |
| 1 Year | -6.68% | -6.68% |
| 2 Years | -- | -5.96% |
| 3 Years | +21.6% | +6.74% |
| 5 Years | -- | 0% |
| Since Launch | +35.4% | +7.52% |
Holdings as on 12 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Dixon Technologies (India) | 20.67 | 4.76 |
| Colgate Palmolive (India) Ltd | 18.50 | 4.26 |
| BSE | 17.98 | 4.14 |
| Hero Motocorp | 16.21 | 3.74 |
| Marico | 15.05 | 3.47 |
| Persistent Systems | 14.61 | 3.37 |
| Polycab India | 12.30 | 2.83 |
| Oracle Financial Services Software | 11.78 | 2.71 |
| Page Industries | 11.44 | 2.63 |
| GlaxoSmithKline Pharmaceuticals | 11.25 | 2.59 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.09
Sharpe Ratio
17.71%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Navi Nifty Midcap 150 Index Fund Regular Growth | -0.84% | +12.5% | -- |
| DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth | -6.68% | +6.74% | -- |
| UTI BSE Low Volatility Index Fund Regular Growth | -10.83% | +5.36% | -- |
| ICICI Prudential Nifty IT Index Fund Regular Growth | -18.77% | -2.83% | -- |
| HDFC Nifty LargeMidcap 250 Index Fund Regular Growth | -4.49% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the Scheme is to generate returns that are commensurate with the performance of the Nifty Midcap 150 Quality 50 Index, subject to tracking error. There is no assurance that the investment objective of the Scheme will be realized.
The DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth has an AUM of 433.96 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.13%. The minimum investment in DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Dixon Technologies (India), Colgate Palmolive (India) Ltd, BSE, Hero Motocorp.
The major sectors where the fund is invested are Software & Programming, Investment Services, Personal & Household Prods., Electronic Instr. & Controls.
Some of the similar funds are Navi Nifty Midcap 150 Index Fund Regular Growth, DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth, UTI BSE Low Volatility Index Fund Regular Growth, ICICI Prudential Nifty IT Index Fund Regular Growth, HDFC Nifty LargeMidcap 250 Index Fund Regular Growth. DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth has a sharpe ratio of 0.09 & a standard deviation of 17.71%.
FAQs
According to the morning star rating DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth has a Medium risk & Moderate return.
DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth is managed by Anil Ghelani,Diipesh Shah,Neha Rathi.
The expense ratio of DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth is 1.13%.
The 5 year annualized return on DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth is 0.00% & it has generated -6.68% in the last 1 year.
The minimum investment in DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth is 100 Rs.
DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth has an AUM of 433.96 crores.
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