DSP Nifty Mid Cap 150 Quality 50 Index Fund Direct Growth

Scheme code: INF740KA1RB9 NAV value: ₹ 13.0735 NAV date: 19 March, 2026 TER: 0.00%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-8.39	45.22	12.79	16.78	9.23
3 year	12.34	16.27	14.17	14.10	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	16.78
3 year	6.28	30.95	15.04	14.1
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	16.78
3 year	6.56	19.64	13.57	14.1
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	16.78
3 year	7.68	21.49	15.06	14.1
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	16.78
3 year	8.04	32.03	17.81	14.1
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,96,755 - Absolute Returns: ₹96,755 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,72,582 - Absolute Returns: ₹6,72,582 - CAGR: %

Max Drawdown

-21.41 %

Drawdown Duration

5 months

Avg Drawdown

-5.39 %

1 Y

0.7837

3 Y

0.6586

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.23	1.02	105.3	106.5	2.73 %	4.00 %
3 years	1.68	0.90	90.4	87.1	12.47 %	11.28 %
5 years	-0.66	0.85	83.9	82.9	5.52 %	6.12 %
7 years	-0.75	0.85	83.9	82.9	3.91 %	4.33 %
10 years	-0.81	0.85	83.9	82.9	2.72 %	3.01 %
12 years	-0.84	0.85	83.9	82.9	2.26 %	2.50 %
15 years	-0.87	0.85	83.9	82.9	1.81 %	2.00 %