DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option
Get the latest NAV of DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option. 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.
₹59.32
1D
NAV as on 23 Mar 2026
15.95%/per year
Since Inception
▲▼
11 people have invested ₹ 10.5K in DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option in the last three months
DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option Performance vs. Nifty Midcap 150
Fund returns vs Benchmark returns vs Category Average returns as on (23-Mar-26)
The fund has underperformed the benchmark (Nifty Midcap 150) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Consumer Cyclical & Basic Materials
Financial Services
25%
Consumer Cyclical
18%
Basic Materials
15%
Financial Services
23%
Consumer Cyclical
17%
Basic Materials
16%
DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option Holdings Details
as on (28-Feb-26)
DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option 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 | ₹19641 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 39.58% |
| Risk |   Very High Risk |
About DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option
DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Vinit Sambre, Abhishek Ghosh. The fund could potentially beat inflation in the long-run.
Key Parameters
- DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option has ₹19641 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option has given a CAGR return of 15.95% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.99%, 18.71% and 12.54% respectively.
Holdings
DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Basic Materials, Industrial, Health, Tech, Communication, Energy, Real Estate, Consumer Defensive. Its top holdings are Ipca Laboratories Ltd, Coforge Ltd, Voltas Ltd, Schaeffler India Ltd, Jindal Steel 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 Plan Reinvestment of Income Distribution cum capital withdrawal option
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 Plan Reinvestment of Income Distribution cum capital withdrawal option has no lock in period.
Fund Manager
Vinit Sambre
Fund Manager of DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option, since 1 July 2012
Abhishek Ghosh
Fund Manager of DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option, since 1 September 2022
- AUM of the fund stands at 19.6K Cr as of Feb'26
- AUM increased by 593.7 Cr between Feb'26 and Jan'26
Frequently Asked Questions for DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option
How do I invest in DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option?
- Download the INDmoney app.
- Search for ‘DSP Midcap Fund Direct Plan Reinvestment of Income Distribution cum capital withdrawal option’.
- 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.