DSP Midcap Fund Direct Growth
Get the latest NAV of DSP Midcap Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹163.81
▲0.4%1D
NAV as on 27 Jun 2025
18.16%/per year
Since Inception
▲▼
8549 people have invested ₹ 5.3Cr in DSP Midcap Fund Direct Growth in the last three months
DSP Midcap Fund Performance vs. Nifty Midcap 150
Fund returns vs Benchmark returns vs Category Average returns as on (27-Jun-25)
The fund has outperformed the benchmark (Nifty Midcap 150) over 1Y, but underperformed over 3Y, 5Y.
DSP Midcap Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 19 out of 19 mutual funds in the mid-cap category as per INDmoney.
DSP Midcap Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
DSP Midcap Fund Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 92.2%
Debt & Cash 7.8%
DSP Midcap Fund Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 92.2%
Debt & Cash 7.8%
Top 3 Sectors in May were Consumer Cyclical, Financial Services & Basic Materials
Consumer Cyclical
19%
Financial Services
17%
Basic Materials
16%
Consumer Cyclical
20%
Financial Services
16%
Basic Materials
15%
DSP Midcap Fund Holdings Details
as on (31-May-25)
Equity
DSP Midcap Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.75% |
Benchmark | Nifty Midcap 150 TR INR |
| AUM | ₹18712 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 29.15% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About DSP Midcap Fund
DSP Midcap Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Abhishek Ghosh, Vinit Sambre. The fund could potentially beat inflation in the long-run.
Key Parameters
- DSP Midcap Fund Direct Growth has ₹18712 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
DSP Midcap Fund Direct Growth has given a CAGR return of 18.16% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.56%, 24.60% and 23.38% respectively.
Holdings
DSP Midcap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Financial Services, Basic Materials, Industrial, Health, Tech, Energy, Consumer Defensive, Real Estate, Communication, Utilities. Its top holdings are Coforge Ltd, Ipca Laboratories Ltd, Max Financial Services Ltd, Coromandel International Ltd, Supreme Industries Ltd
Taxation
As it is a mid-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of DSP Midcap Fund Direct Growth
The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. DSP Midcap Fund Direct Growth has no lock in period.
Fund Manager
Abhishek Ghosh
Fund Manager of DSP Midcap Fund Direct Growth, since 1 September 2022
Vinit Sambre
Fund Manager of DSP Midcap Fund Direct Growth, since 1 July 2012
- AUM of the fund stands at 18.7K Cr as of May'25
- AUM increased by 1.1K Cr between May'25 and Apr'25
More funds from DSP
5Y CAGR
▲ 35.38
5Y CAGR
▲ 33.57
5Y CAGR
▲ 24.55
5Y CAGR
▲ 26.08
Compare DSP Midcap Fund
DSP Midcap Fund
VS
HDFC Mid Cap Fund Direct Growth
Frequently Asked Questions for DSP Midcap Fund Direct Growth
How do I invest in DSP Midcap Fund?
- Download the INDmoney app.
- Search for ‘DSP Midcap Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.