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  • DSP Nifty Midcap 150 Quality 50 Index Fund Direct (Growth)
DSP Mutual Funds

DSP Nifty Midcap 150 Quality 50 Index Fund Direct (Growth)

EquityIndex Funds

12.6217

NAV (Feb 23)

16%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.6217

NAV (Feb 23)

Fund Returns

Last 1Y
33.6%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
16%
6 Month CAGR
13.4%

Scheme Information

Investment Objective

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.

Expense Ratio
0.34
Launched (2y ago)
Aug 04, 2022
AUM in Crores
208.819
ISIN
INF740KA1RB9
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 Quality 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Diipesh Shah

Fund Manager

Anil Ghelani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Nifty Midcap 150 Quality 50 Index Fund Direct (Growth)70%17,89,021 10,56,40933.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-23

Top Stock Holdings

power finance corp ltd

4.3%
4.3%

persistent systems ltd

3.9%
3.9%

hdfc asset management co ltd

3.7%
3.7%

tube investments of india ltd ordinary shares

3.4%
3.4%

tata elxsi ltd

3.3%
3.3%
See all holdings

Allocation by Sector

industrials

22.3%
22.3%

basic materials

17.7%
17.7%

technology

17.3%
17.3%

financial services

13.5%
13.5%

consumer cyclical

11.3%
11.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,033 cr

₹ 13,846 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

DSP Investment Managers Private Limited

DSP Asset Managers Private Limited manages assets worth 143,834 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 48 equity,114 debt and 19 hybrid funds.amc-img
022-66578000
service@dspblackrock.com
Fund NameScripbox Opinion
Till Date CAGR

20.9%

15.3%

19.7%

14.9%

19.7%

14.9%

34.8%

18.1%

21.3%

13.6%

DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G) Review

DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G) is a Index Funds Equity fund and has delivered an annualised return of 16% over a period of 1 years. The fund is managed by DSP Asset Managers Private Limited. The fund managers are Anil Ghelani, Diipesh Shah.

Nav of DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G) as of 2/23/2024 is ₹12.62 with the total AUM as of 2/25/2024 is ₹208.819. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G) was launched on Aug 04, 2022. The category risk of the fund is Very High Risk.

The minimum SIP amount for DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Midcap 150 Quality 50 TR INR.

DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G) is rated as a 0 fund in Equity and delivered 33.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G).

Frequently Asked Questions

What is DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G)?

DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G)?

You can invest in DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G)?

The minimum sip amount for DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G) is ₹1000. You can invest in multiples of ₹5000.

Is DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G) good to invest in?

As per Scripbox experts, DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G) is a Not Reviewed Yet fund. You can investDSP Nifty Midcap 150 Quality 50 Index Fund Direct (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G)?

The expense ratio of the DSP Nifty Midcap 150 Quality 50 Index Fund Direct (G) is 0.34% for regular plan.