Should I invest in DSP Nifty Midcap 150 Quality 50 Index Fund - Regular?

We don't give personal investment advice. DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

DSP

DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW

Latest NAV

₹12.8801

As of

17 Jul 2026

970 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.45%	-0.01%	-0.44	211 / 246	Q4
1W	-0.52%	-0.36%	-0.16	176 / 246	Q3
2W	+0.20%	-0.04%	+0.23	107 / 246	Q2
1M	-1.27%	+0.57%	-1.84	215 / 246	Q4
3M	+2.24%	+1.95%	+0.29	82 / 246	Q2
6M	-3.92%	+0.95%	-4.87	203 / 239	Q4
YTD	-5.54%	+0.07%	-5.61	207 / 238	Q4
1Y	-9.28%	+1.45%	-10.73	213 / 227	Q4
2Y	-7.08%	+2.12%	-9.20	146 / 157	Q4
3Y	+6.71%	+9.02%	-2.31	99 / 116	Q4
4Y	+6.46%	+11.68%	-5.21	45 / 50	Q4
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+6.54%	+6.50%	+0.04	147 / 246	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-5.54%	+0.11%	-5.65	206 / 236
2025	-6.70%	+4.47%	-11.17	162 / 185
2024	+18.64%	+12.46%	+6.19	32 / 122
2023	+27.77%	+19.34%	+8.42	23 / 86
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.75%

37 windows

min -9.3% · max 40.9%

62% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+10.22%

12 windows

min 6.7% · max 12.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

17.74%

3-year · annualised

Sharpe ratio

0.09

vs risk-free 6.5%

Sortino ratio

0.13

Downside-only deviation

Max drawdown

-28.63%

Oct 2024 → Mar 2026

% positive months

55.6%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC NIFTY100 Low Volatility 30 Index Fund - Regular Plan	HDFC	₹10.3212	17 Jul 2026
Nippon India Nifty 500 Equal Weight Index Fund - Regular Plan - IDCW Option	Nippon India	₹9.7505	17 Jul 2026
SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)	SBI	₹10.1523	17 Jul 2026
Bandhan Nifty Alpha 50 Index Fund - Regular Plan - IDCW	Bandhan	₹13.8666	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Regular IDCW Payout	Aditya Birla Sun Life	₹10.5539	17 Jul 2026
Motilal Oswal BSE Low Volatility Index Fund-Regular plan	Motilal Oswal	₹15.8935	17 Jul 2026
Kotak Nifty 100 Equal Weight Index Fund - Regular Plan - IDCW Option	Kotak	₹10.9730	17 Jul 2026
Edelweiss Nifty 100 Quality 30 Index Fund Regular Plan IDCW	Edelweiss	₹14.1055	17 Jul 2026
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - IDCW	DSP	₹21.5799	17 Jul 2026
Navi Nifty Smallcap 250 Momentum quality index fund- Regular Plan	Navi	₹11.7638	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹12.8801
16 Jul 2026	₹12.9379
15 Jul 2026	₹12.9510
14 Jul 2026	₹12.9044
13 Jul 2026	₹12.9552
10 Jul 2026	₹12.9476
9 Jul 2026	₹12.8067
8 Jul 2026	₹12.6670
7 Jul 2026	₹12.9123
6 Jul 2026	₹12.9299

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW is ₹12.8801. It's a Index Fund from DSP, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW has NAV history starting from 04 Aug 2022, a track record of about 3 years 11 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW is managed by DSP. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW has delivered a absolute return of -9.28% — -10.73 pp behind the Index Fund category average of 1.45%. The fund ranks #213 of 227 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW has delivered a CAGR of 6.71% — -2.31 pp behind the Index Fund category average of 9.02%. The fund ranks #99 of 116 in its category — the bottom (Q4) quartile.

DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW exactly 3 years ago would be worth approximately ₹121,525 today — a multiplier of 1.22×, based on the 3-year CAGR of 6.71%. The category average over the same window would have grown ₹1 lakh to ₹129,583.

A ₹10,000 monthly SIP in DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW over the last 3 years — total invested ₹360,000 — would be worth ₹357,362 today. That's an XIRR (money-weighted annualised return) of -0.48%.

DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹357,362 — XIRR -0.48%.

On a 3-year basis, DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW ranks #99 out of 116 funds in the Index Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 9.02%; this fund delivered 6.71%.

The worst peak-to-trough decline DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW has experienced over the last 3-year window is 28.63% — its NAV fell from a high on 01 Oct 2024 to a low on 31 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW averaged 10.22% (best 12.39%, worst 6.71%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.09 — weak risk-adjusted performance.

In calendar year 2025, DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW returned -6.70% — lagging the Index Fund category average of 4.47% by 11.17 pp. It ranked #162 of 185 in its category that year.

DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - IDCW is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.