DSP Midcap Direct Plan Growth

DSP Midcap Direct Plan Growth

Equity
Mid Cap
Very High Risk
+20.71%
3Y annualised
-0.76% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jan '26
₹165.62
Min. SIP amount
₹100
Fund size
₹19,609.01 Cr
Expense ratio
0.74%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹63,383
+5.64%
3 years₹1,80,000₹2,23,789
+24.33%
5 years₹3,00,000₹4,39,751
+46.58%
10 years₹6,00,000₹13,85,222
+130.87%

Holdings (60)

NameSectorInstrumentsAssets
Coforge Ltd.TechnologyEquity4.75%
Ipca Laboratories Ltd.HealthcareEquity3.39%
L&T Finance Ltd.FinancialEquity2.96%
AU Small Finance Bank Ltd.FinancialEquity2.89%
Coromandel International Ltd.ChemicalsEquity2.74%
Max Financial Services Ltd.FinancialEquity2.53%
Voltas Ltd.Consumer DiscretionaryEquity2.52%
Fortis Healthcare Ltd.HealthcareEquity2.39%
Bharti Airtel Ltd.CommunicationEquity2.38%
The Phoenix Mills Ltd.ConstructionEquity2.31%
Jindal Steel Ltd.Metals & MiningEquity2.30%
Alkem Laboratories Ltd.HealthcareEquity2.14%
Power Finance Corporation Ltd.FinancialEquity2.12%
Polycab India Ltd.Capital GoodsEquity2.10%
Schaeffler India Ltd.Capital GoodsEquity2.07%
The Federal Bank Ltd.FinancialEquity2.04%
Nippon Life India Asset Management Ltd.FinancialEquity2.00%
Supreme Industries Ltd.ChemicalsEquity1.94%
Dixon Technologies (India) Ltd.Capital GoodsEquity1.92%
KPIT Technologies Ltd.TechnologyEquity1.91%
Page Industries Ltd.TextilesEquity1.83%
UNO Minda Ltd.AutomobileEquity1.82%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.81%
Mphasis Ltd.TechnologyEquity1.77%
Bharat Forge Ltd.AutomobileEquity1.76%
Kei Industries Ltd.Capital GoodsEquity1.74%
Apollo Tyres Ltd.AutomobileEquity1.59%
Jubilant Ingrevia Ltd.ChemicalsEquity1.59%
JK Cement Ltd.ConstructionEquity1.58%
Atul Ltd.ChemicalsEquity1.54%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.49%
Techno Electric & Engineering Company Ltd.Capital GoodsEquity1.49%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.44%
Bank of IndiaFinancialEquity1.44%
Hero Motocorp Ltd.AutomobileEquity1.24%
APL Apollo Tubes Ltd.Metals & MiningEquity1.24%
Cholamandalam Financial Holdings Ltd.FinancialEquity1.23%
Samvardhana Motherson International Ltd.AutomobileEquity1.17%
Vishal Mega Mart Ltd.ServicesEquity1.16%
PI Industries Ltd.ChemicalsEquity1.14%
Mahindra & Mahindra Ltd.AutomobileEquity1.13%
Emami Ltd.Consumer StaplesEquity1.08%
Gujarat Fluorochemicals Ltd.ChemicalsEquity1.05%
Eternal Ltd.ServicesEquity1.05%
Oil India Ltd.EnergyEquity1.04%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.04%
Dhanuka Agritech Ltd.ChemicalsEquity1.02%
HDB Financial Services Ltd.FinancialEquity1.00%
Alembic Pharmaceuticals Ltd.HealthcareEquity0.97%
Tube Investments Of India Ltd.AutomobileEquity0.96%
Cyient Ltd.TechnologyEquity0.80%
Apar Industries Ltd.Consumer StaplesEquity0.80%
GAIL (India) Ltd.EnergyEquity0.78%
Westlife Foodworld Ltd.ServicesEquity0.53%
Hatsun Agro Product Ltd.Consumer StaplesEquity0.52%
Syngene International Ltd.HealthcareEquity0.52%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.46%
Container Corporation Of India Ltd.ServicesEquity0.29%
Cipla Ltd.HealthcareEquity0.27%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.04%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+20.7%+15.8%+15.9%+17.4%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)312515--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed less than 12 months

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
WhiteOak Capital Mid Cap Fund Direct Growth
WhiteOak Capital Mid Cap Fund Direct Growth
+8.21%+27.24%4,447.55
Edelweiss Mid Cap Direct Plan Growth
Edelweiss Mid Cap Direct Plan Growth
+6.46%+26.96%12,646.93
Motilal Oswal Midcap Fund Direct Growth
Motilal Oswal Midcap Fund Direct Growth
-7.55%+26.11%36,880.18
HDFC Mid Cap Fund Direct Growth
HDFC Mid Cap Fund Direct Growth
+9.18%+25.64%92,641.55
JM Midcap Fund Direct Growth
JM Midcap Fund Direct Growth
-2.70%+24.68%1,178.20
Compare

Fund management

VS
Vinit Sambre
Jan 2013 - Present
View details

Education
Mr. Sambre is a B.Com and FCA.
Experience
Prior to joining DSP he was associated with DSP Merrill Lynch Ltd.(Nov 2005 to Jun 2007), IL & FS Investsmart Ltd. (Dec 2002 to Oct 2005), Unit Trust of India Investment Advisory Services Ltd.(Jun 2000 to Dec 2002), Kisan Ratilal Choksey Shares and Securities Pvt. Ltd. (March 1999 to May 2000) and Credit Rating Information Service of India Ltd.(Apr 1998 to Feb 1999).

AG
Abhishek Ghosh
Sep 2022 - Present
View details

Education
Mr. Ghosh is a MBA Finance, BE (Electronics)
Experience
Prior to joining DSP Mutual Fund, he has worked with Motilal Oswal Securities, IDFC securities Ltd, BNP Paribas, B&K Securities, Edelweiss Securities.
Also manages these schemes

About DSP Midcap Direct Plan Growth

DSP Midcap Direct Plan Growth is a Equity Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 16 Dec 1996. Vinit Sambre is the Current Fund Manager of DSP Midcap Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,27,464 Cr and the Latest NAV as of 09 Jan 2026 is ₹165.62. The DSP Midcap Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1% if redeemed less than 12 months ;

Investment Objective

The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies.
Fund benchmarkNIFTY Midcap 150 Total Return Index

Fund house

Rank (total assets)#10 in India
Total AUM₹2,27,463.70 Cr
Date of Incorporation16 Dec 1996
Phone+91 22 6657 8000
E-mailNA
Launch Date16 Dec 1996
AddressThe Ruby, 25th Floor29, Senapati Bapat Marg,Dadar (West), Mumbai Mumbai 400028
CustodianCitibank NA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,