Owning potential leaders of tomorrow offers you the chance to 'earn big' returns by utilizing this high-risk, high-return strategy
Easy way to invest in quality mid-cap companies with potential of higher profitability, lower leverage & more stable earnings
Invest in each stock exactly as per the Nifty Midcap 150 Quality 50 Index, without any bias- No fund manager 'thinking' or emotions involved
Comparatively lower expense ratio than active large-cap funds can give you the chance to earn more
17.5%1 CAGR on SIP since inception
100%2 outperformance, over any 5 or 10 year period, over the Nifty Midcap 150 Index
18.9%3 CAGR over any 10 year period, on average
You get access to only 50 'quality' companies from Nifty Midcap 150 Index, selected based on ‘quality’ scores.
Quality scores are determined based on return on equity, financial leverage (except for financial services companies) & earning per share (EPS) growth variability of each stock analysed during the previous 5 financial years.
The weight of each stock in the index is based on a combination of its quality score & its free float market capitalization.
This is a high-risk strategy more suitable for experienced investors or those who have access to expert advice.
Consider only if you have a well-set core portfolio & are looking to expose no more than 10-15% of your portfolio towards strategic but high-risk opportunities
Nifty Midcap 150 Quality 50 Index has underperformed in the last 1 year.
Nifty Midcap 150 TRI: -0.4%4
Nifty Midcap 150 Quality 50 TRI: -5.5%4
Historically, short-term underperformance by Quality is followed by future outperformance. Higher the underperformance, higher the future outperformance.
Consider investing only if you recognize that to maximize the chance of earning good outcomes, you will need to remain invested for a long period of time (10+ years)
All data till Date as on Jun 30, 2022
1 From Apr 1, 2005 till Jun 30, 2022. Source: NSE, Internal
2 Rolling returns basis, time period Apr 1, 2005 till Jun 30, 2022.
Source: NSE, Internal
3 Median rolling returns basis, time period Apr 1, 2005 till Jun 30,
2022. Source: NSE, Internal
4 Data as on 30 Jun 2022; Source: Internal, NSE
Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. These figures pertain to performance of the index and do not in any manner indicate the returns/performance of the Scheme.
Data Source for any statistics/ figures above unless otherwise mentioned: Internal/ NSE
Quality 50 companies are selecting by applying Quality Scores, based on return on equity, financial leverage (except for financial services companies) & earning per share (EPS) growth variability of each stock analysed during the previous 5 financial years.
During the NFO period, you can invest as low as Rs.500 Note that unit allotment (if you invest during the NFO period) will be made at the index price on the date of allotment, not the face value. Once the fund lists and reopens for investments;
Any comparisons with Nifty Midcap 150 TRI or with actively managed mid cap funds should not be taken as a hard recommendation for Nifty Midcap 150 Quality 50 TRI only. The broader Nifty Midcap 150 TRI or actively managed mid cap funds have their own benefits and may outperform the Nifty Midcap 150 Quality 50 TRI under certain conditions. Please consult your financial advisor before making any investment decisions.
For index disclaimer, click here.
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DSP NIFTY MIDCAP 150 QUALITY 50 Index Fund (An open ended scheme replicating/ tracking Nifty Midcap 150 Quality 50 Index) |
This product is suitable for investor who are seeking*
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* Investors should consult their financial advisers if in doubt about whether the Scheme is suitable for them.
