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DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund - Direct - Growth vs Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan

DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund and Motilal Oswal Nifty Midcap 150 Index Fund are both in the Index Funds category, from DSP Asset Managers Private Limited and Motilal Oswal Asset Management Company Limited respectively. DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund has posted a higher 3-year rolling CAGR. DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.

Basics

DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund has the lower direct-plan expense ratio, by 0.19 percentage points.

DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund - Direct - GrowthMotilal Oswal Nifty Midcap 150 Index Fund - Direct Plan
CategoryIndex FundsIndex Funds
AMCDSP Asset Managers Private LimitedMotilal Oswal Asset Management Company Limited
BenchmarkNifty SDL Plus G-Sec Jun 2028 30:70 IndexNifty Midcap 150 TRI
NAV₹13.3777 (2026-10-28)₹38.2509 (2026-10-28)
AUM₹1,638.419 Cr₹3,916.61 Cr
Expense Ratio (Direct)0.16%0.35%
Inception2022-03-112019-08-19

Returns

DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund leads on 3-year rolling CAGR (7.9% vs Motilal Oswal Nifty Midcap 150 Index Fund's 25.0%) - see the FAQ below for percentile context within each fund's own category.

Risk Metrics

This fund tracks an index, so measuring alpha against that same index would only report its tracking error.

Portfolio Analytics

Punji Fund Health Score

DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund has the stronger Punji Quality grade of the two.

Frequently asked questions

Which has a higher 3-year return, DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund or Motilal Oswal Nifty Midcap 150 Index Fund?

DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund's 3-year rolling CAGR of 7.9% is higher than Motilal Oswal Nifty Midcap 150 Index Fund's 25.0%. DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund sits in the 39th percentile of its category on this metric, versus the 98th percentile for Motilal Oswal Nifty Midcap 150 Index Fund - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.

Which has a lower expense ratio, DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund or Motilal Oswal Nifty Midcap 150 Index Fund?

DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund's direct-plan expense ratio is 0.19 percentage points lower than Motilal Oswal Nifty Midcap 150 Index Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.

Why don't DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund and Motilal Oswal Nifty Midcap 150 Index Fund show risk metrics like Sharpe ratio or alpha?

This fund tracks an index, so measuring alpha against that same index would only report its tracking error. This is a deliberate methodology choice, not missing data - risk metrics like alpha and Sharpe ratio are most meaningful for actively-managed funds where a manager makes decisions that can add or subtract value versus a benchmark. For a fund that mechanically tracks an index, the equivalent useful metric is tracking error (how closely it follows its index), not alpha.

Which has higher AUM, DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund or Motilal Oswal Nifty Midcap 150 Index Fund?

Motilal Oswal Nifty Midcap 150 Index Fund has ₹3,917 Cr in assets under management, versus ₹1,638 Cr for DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.

Which fund has a longer track record, DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund or Motilal Oswal Nifty Midcap 150 Index Fund?

Motilal Oswal Nifty Midcap 150 Index Fund launched on 2019-08-19, making it older than DSP Nifty SDL Plus G-Sec Jun 2028 30 70 Index Fund (launched 2022-03-11). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.

Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.