FundLens
50
Index — Factor / Smart BetaHold

DSP Nifty Midcap 150 Quality 50 Index

DSP · Direct–Growth · rank #32 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
0.5%
-2.2% vs index
3 Years
9.1%
-2.3% vs index
5 Years
Since launch
10.1%

Year-by-year performance

last entry = YTD
2023
+28.5%
2024
+19.8%
2025
-0.8%
2026
+1.2%

Why this score

DSP Nifty Midcap 150 Quality 50 Index scores 50/100 — #32 of 55 Index — Factor / Smart Beta fund (Hold). It stands out for sharpe ratio and fund size — beating 70% of peers on sharpe ratio. The main drag is its 3y return (better than only 28% of peers).

Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.

3Y return9.10% · 28th percentile in category
Sharpe ratio0.17 · 70th percentile in category
Fund size432.72 Cr · 70th percentile in category
Sortino ratio0.23 · 69th percentile in category
Alpha-3.58 · 36th percentile in category
Expense ratio0.57% · 62nd percentile in category

Top holdings

top 5 = 21.3% of portfolio
1.Colgate-Palmolive (India) Ltd4.7%
2.BSE Ltd4.64%
3.Dixon Technologies (India) Ltd4.54%
4.Hero Motocorp Ltd3.72%
5.Marico Ltd3.71%

50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Factor / Smart Beta funds