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DSP Nifty Midcap 150 Index Fund - Regular - Growth is an index scheme managed by DSP Mutual Fund. The total expense ratio is 1.06% on assets of ₹13Cr. The fund is currently managed by Anil Ghelani, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 79% of its portfolio classified as of 2026-02-28.
| Holding | Sector |
|---|
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Persistent Systems Ltd | Technology | 1.36% |
| Swiggy Pvt Ltd | Consumer Cyclical | 1.06% |
| Coforge Limited | Technology | 1.05% |
| ITC Hotels Ltd. | Consumer Cyclical | 0.43% |
| Cochin Shipyard Limited | Industrials | 0.33% |
| Bharti Hexacom Limited | Communication Services | 0.32% |
| Bharat Dynamics Limited | Industrials | 0.31% |
| Tata Investment Corporation Limited | Financial Services | 0.23% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 12 | 10.57% |
| Pharmaceuticals & Biotechnology | 10 | 7.04% |
| Industrial Products | 7 | 6.44% |
| Electrical Equipment | 8 | 6.21% |
| Auto Components | 10 | 6.02% |
| Finance | 1 | 5.97% |
| Capital Markets | 5 | 5.84% |
| It - Software | 2 | 4.45% |
| Consumer Durables | 5 | 3.50% |
| Telecom - Services | 1 | 3.13% |
| Retailing | 1 | 2.68% |
| Realty | 4 | 2.59% |
| Financial Technology (Fintech) | 2 | 2.50% |
| Fertilizers & Agrochemicals | 4 | 2.42% |
| Insurance | 4 | 2.34% |
| Chemicals & Petrochemicals | 4 | 2.03% |
| Power | 5 | 1.99% |
| Automobiles | 1 | 1.95% |
| Agricultural, Commercial & Construction Vehicles | 2 | 1.90% |
| Personal Products | 3 | 1.87% |
| Agricultural Food & other Products | 3 | 1.78% |
| Healthcare Services | 3 | 1.75% |
| Ferrous Metals | 3 | 1.70% |
| Gas | 4 | 1.52% |
| Leisure Services | 1 | 1.42% |
| Cement & Cement Products | 3 | 1.30% |
| Transport Infrastructure | 2 | 1.17% |
| Petroleum Products | 1 | 1.11% |
| Non - Ferrous Metals | 1 | 0.84% |
| Textiles & Apparels | 2 | 0.79% |
| Minerals & Mining | 1 | 0.74% |
| Oil | 1 | 0.70% |
| Construction | 2 | 0.69% |
| IT - Services | 2 | 0.52% |
| Industrial Manufacturing | 1 | 0.52% |
| Transport Services | 1 | 0.45% |
| Diversified | 2 | 0.38% |
| Beverages | 1 | 0.31% |
| Aerospace & Defense | 1 | 0.31% |
| Cigarettes & Tobacco Products | 1 | 0.23% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Top-10 weight 5.1% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.