DSP Midcap Plan Growth

DSP Midcap Plan Growth

+16.49%
3Y annualised
+0.20% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Jul '26
₹154.40
Min. for SIP
₹100
Fund size (AUM)
₹20,170.28 Cr
Expense ratio
1.71%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹62,445
+4.08%
3 years₹1,80,000₹2,06,611
+14.78%
5 years₹3,00,000₹4,15,406
+38.47%
10 years₹6,00,000₹12,55,624
+109.27%

Holdings (65)

NameSectorInstrumentsAssets
Reverse RepoUnspecifiedReverse Repo4.29%
Coforge LtdTechnologyEquity3.49%
Cholamandalam Investment & Finance Company LtdFinancialEquity3.09%
Fortis Healthcare LtdHealthcareEquity2.85%
Phoenix Mills LtdReal EstateEquity2.66%
Multi Commodity Exchange Of India LtdFinancialEquity2.61%
Bharat Forge LtdConsumer DiscretionaryEquity2.57%
The Federal Bank LtdFinancialEquity2.57%
Coromandel International LtdMaterialsEquity2.53%
Ipca Laboratories LtdHealthcareEquity2.52%
Voltas LtdIndustrialsEquity2.31%
Max Financial Services LtdFinancialEquity2.31%
Kei Industries LtdIndustrialsEquity2.24%
Schaeffler India LtdIndustrialsEquity2.18%
Bharti Airtel LtdTechnologyEquity2.06%
Kirloskar Oil Engines LtdIndustrialsEquity2.00%
Jindal Steel & Power LtdMaterialsEquity1.96%
Nippon Life India Asset Management LtdFinancialEquity1.96%
JK Cement LtdMaterialsEquity1.94%
ICICI Bank LtdFinancialEquity1.92%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity1.88%
Tube Investments Of India LtdConsumer DiscretionaryEquity1.84%
Alkem Laboratories LtdHealthcareEquity1.78%
Supreme Industries LtdMaterialsEquity1.78%
L&T Finance Holdings LtdFinancialEquity1.75%
AU Small Finance Bank LtdFinancialEquity1.70%
Page Industries LtdConsumer DiscretionaryEquity1.68%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity1.64%
APL Apollo Tubes LtdIndustrialsEquity1.55%
PB Fintech LtdFinancialEquity1.51%
Shriram Transport Finance Company LtdFinancialEquity1.47%
Apar Industries LtdDiversifiedEquity1.47%
Zomato LtdTechnologyEquity1.43%
Indus Towers LtdTechnologyEquity1.40%
UNO Minda LtdConsumer DiscretionaryEquity1.39%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity1.37%
Bank of IndiaFinancialEquity1.35%
Jubilant Ingrevia LtdMaterialsEquity1.34%
Mphasis LtdTechnologyEquity1.34%
Apollo Tyres LtdConsumer DiscretionaryEquity1.31%
Techno Electric & Engineering Company LtdIndustrialsEquity1.28%
Power Finance Corporation LtdFinancialEquity1.18%
Atul LtdMaterialsEquity1.18%
Oil India LtdEnergy & UtilitiesEquity1.15%
Cholamandalam Financial Holdings LtdFinancialEquity1.09%
Polycab India LtdIndustrialsEquity1.08%
KPIT Technologies LtdTechnologyEquity1.03%
Vishal Mega Mart Ltd.Consumer StaplesEquity1.00%
Gujarat Fluorochemicals LtdMaterialsEquity0.93%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity0.91%
Dhanuka Agritech LtdMaterialsEquity0.85%
SRF LtdMaterialsEquity0.84%
PI Industries LtdMaterialsEquity0.84%
Hitachi Energy India LtdIndustrialsEquity0.79%
Aster DM Healthcare LtdHealthcareEquity0.73%
Cyient LtdTechnologyEquity0.61%
Emami LtdConsumer StaplesEquity0.57%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.57%
Godrej Properties LtdReal EstateEquity0.56%
HDB FINANCIAL SERVICES LIMITED EQFinancialEquity0.49%
Westlife Development LtdConsumer DiscretionaryEquity0.45%
Alembic Pharmaceuticals LtdHealthcareEquity0.42%
Syngene International LtdHealthcareEquity0.35%
Net ReceivablesUnspecifiedNet Receivables0.03%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.03%
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+16.5%+12.3%+14.1%+14.9%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)383018--

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
+12.80%+22.33%6,932.99
Edelweiss Mid Cap Fund Growth
Edelweiss Mid Cap Fund Growth
+6.44%+21.95%17,748.32
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
+7.77%+21.07%49,169.10
Sundaram Mid Cap Fund Growth
Sundaram Mid Cap Fund Growth
+7.57%+20.61%14,026.07
HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
+4.65%+19.11%1,00,858.31
Compare

Fund management

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

VS
Vinit Sambre
Jul 2012 - 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).

About DSP Midcap Plan Growth

DSP Midcap Plan Growth is a Equity Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 16 Dec 1996. Abhishek Ghosh is the Current Fund Manager of DSP Midcap Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,30,513 Cr and the Latest NAV as of 20 Jul 2026 is ₹154.40. The DSP Midcap 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₹2,30,513.05 Cr
Date of Incorporation16 Dec 1996
Phone+91 22 6657 8000
E-mail--
Launch Date16 Dec 1996
AddressThe Ruby, 25th Floor29, Senapati Bapat Marg,Dadar (West), Mumbai Mumbai 400028
CustodianHongkong & Shanghai Banking Corporation
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,