FundLens
54
Index — Factor / Smart BetaHold

DSP Nifty Midcap 150 Quality 50 Index

DSP · Direct–Growth · rank #26 of 57 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-6.3%
-0.5% vs index
3 Years
6.9%
-2.2% vs index
5 Years
—
Since launch
8.1%

Year-by-year performance

last entry = YTD
2023
+28.5%
2024
+19.8%
2025
-0.8%
2026
-5.0%

Why this score

DSP Nifty Midcap 150 Quality 50 Index scores 54/100 — #26 of 57 Index — Factor / Smart Beta fund (Hold). It stands out for sharpe ratio and expense ratio — beating 73% 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 return6.92% · 28th percentile in category
Sharpe ratio0.03 · 73rd percentile in category
Expense ratio0.47% · 74th percentile in category
Sortino ratio0.04 · 73rd percentile in category
Fund size397.64 Cr · 71st percentile in category
Volatility15.61 · 41st percentile in category

Top holdings

top 5 = 20.6% of portfolio
1.Dixon Technologies (India) Ltd4.56%
2.Colgate-Palmolive (India) Ltd4.29%
3.BSE Ltd4.23%
4.Hero Motocorp Ltd3.9%
5.Marico Ltd3.6%

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

Other Index — Factor / Smart Beta funds