Mid Cap Fund · head to head · AMFI NAVs
DSP Midcap Fund vs Quant Mid Cap Fund: SIP returns compared
Same ₹10,000 monthly SIP, same dates, Direct plans: over the last 5 years DSP Midcap Fund is worth ₹7.96 L (XIRR 11.6%) and Quant Mid Cap Fund ₹7.75 L (XIRR 10.5%) — DSP Midcap Fund ahead by ₹20,896. Across every 5-year SIP since Feb 2013, DSP Midcap Fund finished ahead in 43 of 105 and Quant Mid Cap Fund in 62.
Historical simulation on actual NAVs — not a forecast and not investment advice. Disclaimer
DSP Midcap Fund: invested — over — instalments; valued at NAV of —:
| Year | Invested | DSP Midcap Fund value | XIRR to date |
|---|
₹10,000 a month in each: what it became
Each row is a monthly SIP ending today (1 Oct 2026), Direct plans. Post-tax assumes everything is redeemed today with no other capital gains this year.
| SIP period | Invested | DSP Midcap Fund | XIRR | Quant Mid Cap Fund | XIRR | Post-tax (both) |
|---|---|---|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1.18 L | -2.8% | ₹1.21 L | 2.5% | ₹1.18 L / ₹1.21 L |
| 3 years | ₹3,60,000 | ₹3.87 L | 5.0% | ₹3.65 L | 1.0% | ₹3.87 L / ₹3.65 L |
| 5 years | ₹6,00,000 | ₹7.96 L | 11.6% | ₹7.75 L | 10.5% | ₹7.87 L / ₹7.69 L |
| 10 years | ₹12,00,000 | ₹24.70 L | 14.0% | ₹32.16 L | 19.0% | ₹23.29 L / ₹29.82 L |
Every 5-year SIP, head to head
We started the same SIP in both funds in every month both have NAVs for — 105 SIPs, the first starting Feb 2013. DSP Midcap Fund finished ahead in 41% of them; the median gap was 3.6 percentage points a year in Quant Mid Cap Fund's favour.
Downside on the same dates: DSP Midcap Fund's worst 5-year SIP returned -1.7% a year (started Apr 2015) and 1 of 105 lost money; Quant Mid Cap Fund's worst returned -6.0% (started Apr 2015) and 1 lost money.
XIRR of every 5-year monthly SIP by the month it started. Gap = DSP Midcap Fund minus Quant Mid Cap Fund, percentage points a year.
| Window | SIPs compared | Ahead (DSP / Quant) | Median gap | Worst gap | Best gap |
|---|---|---|---|---|---|
| 3-year SIPs | 129 | 50% / 50% | +0.0 pp | -27.2 ppstarted Apr 2019 | +21.2 ppstarted Nov 2013 |
| 5-year SIPs | 105 | 41% / 59% | -3.6 pp | -20.1 ppstarted May 2019 | +13.3 ppstarted Feb 2013 |
Against an index fund, and the cost of the Regular plan
- DSP Midcap Fund beat a plain Nifty Midcap 150 index fund in 4% of 49 rolling 3-year SIPs (median gap -4.6 pp a year) — DSP Midcap Fund vs Nifty Midcap 150 index fund.
- DSP Midcap Fund: the Regular plan of the same 10-year SIP ended ₹1,36,932 below Direct.
- Quant Mid Cap Fund beat a plain Nifty Midcap 150 index fund in 53% of 49 rolling 3-year SIPs (median gap +1.4 pp a year) — Quant Mid Cap Fund vs Nifty Midcap 150 index fund.
- Quant Mid Cap Fund: the Regular plan of the same 10-year SIP ended ₹2,81,913 below Direct.
Questions
Which has given better SIP returns, DSP Midcap Fund or Quant Mid Cap Fund?
Over the last 5 years a ₹10,000 monthly SIP (Direct plans) is worth ₹7.96 L in DSP Midcap Fund (XIRR 11.6%) and ₹7.75 L in Quant Mid Cap Fund (XIRR 10.5%). Past returns don't tell you which will do better next.
Has DSP Midcap Fund beaten Quant Mid Cap Fund consistently?
In 41% of 105 rolling 5-year SIPs started on the same dates (from Feb 2013), DSP Midcap Fund ended ahead of Quant Mid Cap Fund (Direct plans). The median difference was -3.6 percentage points a year.
Where does this data come from?
Official daily NAVs published by AMFI. SIP instalments fall on the first business day of each month; both funds are compared on identical dates. Updated monthly.
Comparison on official AMFI NAVs, SIP on the first business day of each month, identical dates for both funds. It shows what happened, not which fund to buy — past performance does not indicate future returns. sipcalculatorhub.com is not a SEBI-registered investment adviser. Methodology.
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