DSP Nifty Midcap 150 Qul 50
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation20.4%
Maximum Drawdown-21.1% | Oct 2024
Sharpe Ratio-0.34
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Dixon Technologies (India) LtdTechnology4.76%
Colgate-Palmolive (India) LtdConsumers4.26%
BSE LtdFinancial Services4.14%
Hero MotoCorp LtdConsumers3.74%
Marico LtdConsumers3.47%
Persistent Systems LtdTechnology3.37%
Polycab India LtdCapital Goods2.83%
Oracle Financial Services Software LtdTechnology2.71%
Page Industries LtdConsumers2.63%
GlaxoSmithKline Pharmaceuticals LtdServices2.59%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.13%
Regulatory & Tax Information
INF740KA1QY3
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)