FundLens
54
Index — Factor / Smart BetaHold

DSP Nifty Midcap 150 Quality 50 Index

DSP · Direct–Growth · rank #22 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-3.9%
-1.9% vs index
3 Years
8.3%
-1.5% vs index
5 Years
Since launch
9.6%

Year-by-year performance

last entry = YTD
2023
+28.5%
2024
+19.8%
2025
-0.8%
2026
-0.4%

Why this score

DSP Nifty Midcap 150 Quality 50 Index scores 54/100 — #22 of 55 Index — Factor / Smart Beta fund (Hold). It stands out for sharpe ratio and sortino ratio — beating 73% of peers on sharpe ratio. The main drag is its 3y return (better than only 34% of peers).

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

3Y return8.30% · 34th percentile in category
Sharpe ratio0.12 · 73rd percentile in category
Sortino ratio0.16 · 73rd percentile in category
Expense ratio0.50% · 70th percentile in category
Fund size433.96 Cr · 70th percentile in category
Volatility15.45 · 42nd percentile in category

Top holdings

top 5 = 20.4% of portfolio
1.Dixon Technologies (India) Ltd4.76%
2.Colgate-Palmolive (India) Ltd4.26%
3.BSE Ltd4.14%
4.Hero Motocorp Ltd3.74%
5.Marico Ltd3.47%

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

Other Index — Factor / Smart Beta funds