Aeterna Wealth
Medium Term · Regular plan · Growth

DSP Medium Term Fund (Regular)

DSP Mutual Fund · benchmark: the median Medium Term fund · 20.6 years old · AMFI code 100078

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

B
Track-record rating: 9 of 12 in Medium Term

B (middle of the peer group), score 42.1 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.1%2.6%-0.6%9 / 12
1 year3.3%4.3%-1.0%9 / 12
3 years (a year)6.6%6.7%-0.1%8 / 12
5 years (a year)5.7%5.8%-0.0%5 / 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 (Regular plan)?

₹86.53 on 6 Nov 2026 (Growth option).

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

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

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

6.6% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.7% for the median Medium Term fund.

How is DSP Medium Term Fund rated?

B: 9 of 12 Regular 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.