Aeterna Wealth
Medium Term · Direct plan · Growth

DSP Medium Term Fund (Direct)

DSP Mutual Fund · benchmark: the median Medium Term fund · 13.8 years old · AMFI code 118924

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

C
Track-record rating: 10 of 12 in Medium Term

C (bottom 30%), score 36.5 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.2%3.0%-0.7%10 / 12
1 year3.7%5.0%-1.3%10 / 12
3 years (a year)6.9%7.4%-0.5%10 / 12
5 years (a year)6.1%6.5%-0.4%7 / 11

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y2.0%
Max fall, 5Y-1.8%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of DSP Medium Term Fund (Direct plan)?

₹92.33 on 6 Nov 2026 (Growth option).

What is the expense ratio of DSP Medium Term Fund (Direct)?

0.41% a year; the Regular plan's is 0.71%.

What return has DSP Medium Term Fund given over 3 years?

6.9% a year (Direct plan) over the 3 years to 6 Nov 2026, against 7.4% for the median Medium Term fund.

How is DSP Medium Term Fund rated?

C: 10 of 12 Direct plans in Medium Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from DSP Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.