How to check the XIRR of DSP Nifty Midcap 150 Index Fund - Direct - Growth?

You can track the exact XIRR and portfolio overlapping of DSP Nifty Midcap 150 Index Fund - Direct - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for DSP Nifty Midcap 150 Index Fund - Direct - Growth?

Use the MutualSaathi Portfolio Analyzer to compare DSP Nifty Midcap 150 Index Fund - Direct - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

DSP NIFTY Midcap 150 Index Fund - Direct - Growth

DSP Mutual Fund

Expense Ratio: -

Risk: Very High

Other Scheme - Index Funds

Plan: Direct

Benchmark: Nifty Midcap 150 TRI

Inception: 24-11-2025

Exit Load: Nil

Fund Size:₹8.02 Cr

Performance

FundN/A

Cat. Avg.2.26%

FundN/A

Cat. Avg.3.16%

FundN/A

Cat. Avg.11.16%

FundN/A

Cat. Avg.11.31%

10Y

FundN/A

Cat. Avg.11.84%

Fund5.29%

Cat. Avg.7.39%

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	BSE Limited	Equity	Listed	Mid Cap	Capital Markets	0.65	3.14%
2	TREPS / Reverse Repo Investments	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	0.40	1.92%
3	Hero MotoCorp Limited	Equity	Listed	Large Cap	Automobiles	0.39	1.89%
4	The Federal Bank Limited	Equity	Listed	Mid Cap	Banks	0.38	1.83%
5	Multi Commodity Exchange of India Limited	Equity	Listed		Capital Markets	0.36	1.75%
6	Lupin Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	0.33	1.61%
7	Indus Towers Limited	Equity	Listed	Mid Cap	Telecom - Services	0.32	1.55%
8	Persistent Systems Limited	Equity	Listed	Mid Cap	IT - Software	0.31	1.52%
9	IndusInd Bank Limited	Equity	Listed	Mid Cap	Banks	0.29	1.42%
10	PB Fintech Limited	Equity	Listed	Mid Cap	Financial Technology (Fintech)	0.29	1.40%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 May, 26	15000	15352	+2.3%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	20 Apr, 26	1 L.	1.05 L.	+4.8%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.