DSP NIFTY Midcap 150 Index Fund - Regular - IDCW
Expense Ratio: -
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Midcap 150 TRI
Inception: 24-11-2025
Exit Load: Nil
Fund Size:₹8.02 Cr
Performance
1Y
FundN/A
Cat. Avg.1.75%
2Y
FundN/A
Cat. Avg.2.72%
3Y
FundN/A
Cat. Avg.10.69%
5Y
FundN/A
Cat. Avg.10.71%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund4.83%
Cat. Avg.6.89%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | BSE Limited | 0.65 | 3.14% |
| 2 | TREPS / Reverse Repo Investments | 0.40 | 1.92% |
| 3 | Hero MotoCorp Limited | 0.39 | 1.89% |
| 4 | The Federal Bank Limited | 0.38 | 1.83% |
| 5 | Multi Commodity Exchange of India Limited | 0.36 | 1.75% |
| 6 | Lupin Limited | 0.33 | 1.61% |
| 7 | Indus Towers Limited | 0.32 | 1.55% |
| 8 | Persistent Systems Limited | 0.31 | 1.52% |
| 9 | IndusInd Bank Limited | 0.29 | 1.42% |
| 10 | PB Fintech Limited | 0.29 | 1.40% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 May, 26 | 15000 | 15340 | +2.3% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 20 Apr, 26 | 1 L. | 1.05 L. | +4.6% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.