DSP Midcap Fund Growth

DSP Midcap Fund Growth

Equity

DSP Mutual Fund

Mid-Cap

Get the latest NAV of DSP Midcap Fund 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.

₹149.41

▲1%1D

NAV as on 16 Jul 2025

15.59%/per year

Since Inception

Absolute Gain%

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DSP Midcap Fund Growth Performance vs. Nifty Midcap 150

Fund returns vs Benchmark returns vs Category Average returns as on (16-Jul-25)

The fund has underperformed the benchmark (Nifty Midcap 150) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty Midcap 150
Category Avg
1 Month
3.63%
2.53%
2.92%
3 Months
16.24%
14.58%
14.51%
6 Months
7.79%
10.12%
8.88%
1 Year
1.95%
2.45%
2.95%
3 Years
22.45%
27.53%
26.17%
5 Years
22.45%
30.97%
29.49%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
DSP Midcap Fund Growth
-
19,559Cr
1.68%
1.95%
22.45%
15.59%
Edelweiss Mid Cap Fund Direct Growth
1/19
10,988Cr
1.69%
7.41%
29.21%
14.18%
HDFC Mid Cap Fund Direct Growth
2/19
84,061Cr
1.4%
6.89%
31.04%
18%
Invesco India Mid Cap Fund Direct Growth
3/19
7,406Cr
1.78%
16.93%
31.81%
17.28%
See all

DSP Midcap Fund Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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DSP Midcap Fund Growth Asset Allocation

See fund asset allocation details as on (14-Jul-25)

Fund Distribution

as on (14-Jul-25)

Equity 93.6%

Debt & Cash 6.4%

Mid cap
66.8%
Small cap
16.1%
Large cap
10.3%
Mid Cap allocation has gone up from 65.3% to 66.8%
Mid Cap allocation has gone up from 65.3% to 66.8%
Large Cap allocation has gone down from 10.3% to 10.3%
Large Cap allocation has gone down from 10.3% to 10.3%
Small Cap allocation has gone down from 16.5% to 16.1%
Small Cap allocation has gone down from 16.5% to 16.1%
Cash allocation has gone down from 7.8% to 6.4%
Cash allocation has gone down from 7.8% to 6.4%

DSP Midcap Fund Growth Sector Allocation

See fund sector allocation details as on (14-Jul-25)

Sector Allocation

Equity 93.6%

Debt & Cash 6.4%

Consumer Cyclical
19.5%
Industrial
17.5%
Basic Materials
16%
Financial Services
14.6%
Health
11%
Tech
10.5%
Energy
3.3%
Consumer Defensive
2.9%
Real Estate
2.7%
Utilities
2.1%

Top 3 Sectors in June were Consumer Cyclical, Financial Services & Basic Materials

Jun'25

Consumer Cyclical

19%

Financial Services

17%

Basic Materials

16%

May'25

Consumer Cyclical

19%

Financial Services

17%

Basic Materials

16%

DSP Midcap Fund Growth Holdings Details

as on (30-Jun-25)

Equity

Top Stocks bought last month
PI Industries Ltd's allocation increased from 0.23% to 1.06%
PI Industries Ltd's allocation increased from 0.23% to 1.06%
Coforge Ltd's allocation increased from 4.09% to 4.86%
Coforge Ltd's allocation increased from 4.09% to 4.86%
Voltas Ltd's allocation increased from 1.76% to 2.37%
Voltas Ltd's allocation increased from 1.76% to 2.37%
Top Stocks sold last month
Ipca Laboratories Ltd's allocation decreased from 3.53 % to 3.3 %
Ipca Laboratories Ltd's allocation decreased from 3.53 % to 3.3 %
Max Financial Services Ltd's allocation decreased from 3.1 % to 2.69 %
Max Financial Services Ltd's allocation decreased from 3.1 % to 2.69 %
Schaeffler India Ltd's allocation decreased from 2.36 % to 2.18 %
Schaeffler India Ltd's allocation decreased from 2.36 % to 2.18 %

DSP Midcap Fund Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.68%
Benchmark
Nifty Midcap 150 TR INR
AUM₹19559 Cr
Inception Date14 November, 2006
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
29.15%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About DSP Midcap Fund Growth

DSP Midcap Fund Growth is an equity fund. This fund was started on 14 November, 2006. The fund is managed by Vinit Sambre, Abhishek Ghosh. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. DSP Midcap Fund Growth has ₹19559 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
  2. The fund has an expense ratio 1.7.

Returns

DSP Midcap Fund Growth has given a CAGR return of 15.59% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 1.95%, 22.45% and 22.45% respectively.

Holdings

DSP Midcap Fund 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, Coromandel International Ltd, Supreme Industries Ltd, Bharat Forge 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 benefit
Dividends 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 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 Growth has no lock in period.

Fund Manager

Vinit Sambre

Fund Manager of DSP Midcap Fund Growth, since 1 July 2012

Abhishek Ghosh

Fund Manager of DSP Midcap Fund Growth, since 1 September 2022

Learn more about DSP Mutual Fund
Parameters
Jun'25
May'25
Apr'25
AUM
₹ 19.6K Cr
₹ 18.7K Cr
₹ 17.7K Cr
  • AUM of the fund stands at 19.6K Cr as of Jun'25
  • AUM increased by 847 Cr between Jun'25 and May'25

Frequently Asked Questions for DSP Midcap Fund Growth

How do I invest in DSP Midcap Fund Growth?

INDmoney makes it simple to invest in the DSP Midcap Fund Growth. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘DSP Midcap Fund Growth’.
  • 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.

What is the current NAV of DSP Midcap Fund Growth?

The NAV of the fund today is ₹149.41. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

DSP Midcap Fund Growth fund has generated a return of 1.95% in 1 year, 22.45% in 3 years, 22.45% in 5 years.

Who is the fund manager of DSP Midcap Fund Growth?

The fund managers are Vinit Sambre, Abhishek Ghosh.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-12 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.68%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹19559 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of DSP Midcap Fund Growth?

The top 3 holdings of the fund are Coforge Ltd(4.86%), Ipca Laboratories Ltd(3.3%), Coromandel International Ltd(2.98%)