DSP Midcap Fund Direct-Growth
Benchmark: NIFTY Midcap 150 TRI · Inception: 29/09/2006 · NAV: ₹156.43 (04/09/2026)
AUM: ₹20523 Cr · Expense Ratio: 1.72% · Riskometer: Very High
2.0
★★☆☆☆
Avoid / Switch
Analyst Insight
DSP Midcap Fund carries an overall rating of 2.0/5 (Avoid / Switch), lagging category peers within the Mid Cap category. Its alpha of -1.50 underperformss the category average of 5.06, suggesting room for improvement in active management. The Sharpe ratio of 0.55 sits below the category mean of 5.06, while volatility (std dev 17.78%) is higher than peers (15.07%), indicating relatively higher volatility. With a 5-year CAGR of 11.19% and expense ratio of 1.72%, investors may find stronger risk-adjusted alternatives in this category.
Rating
2/5
Risk Rating
4/5
Return Rating
2/5
Overall Rating
2.0/5
Alpha vs Cat
-1.50 / 5.06
Sharpe vs Cat
0.55 / 5.06
Beta vs Cat
0.96 / 0.77
Std Dev vs Cat
17.78 / 15.07
Return Track Record
| Period | CAGR |
|---|---|
| 1Y | 7.00% |
| 3Y | 13.49% |
| 5Y | 11.19% |
| 10Y | 13.41% |
| Since Launch | 14.88% |
Risk & Return Scores
Sharpe Score2/5
Sortino Score2/5
SD Score3/5
ETM Risk Score3/5
ETM Return Score2/5
Portfolio Allocation
Large Cap 19.1% Mid Cap 69.0% Small Cap 12.0% Other 0.0%
Strengths
- No notable strengths identified
Watch Points
- ⚠️ Alpha -1.50 below category avg 5.06
- ⚠️ Higher volatility 17.78% vs peers 15.07%
- ⚠️ Low Rating 2/5
- ⚠️ High expense ratio 1.72% (above 1%)