DSP Midcap Plan Growth

DSP Midcap Plan Growth

+19.82%
3Y annualised
+1.69% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Mar '26
₹141.01
Min. for SIP
Not Supported
Fund size
₹19,640.75 Cr
Expense ratio
1.68%

Holdings (63)

NameSectorInstrumentsAssets
Ipca Laboratories Ltd.HealthcareEquity3.11%
Coforge Ltd.TechnologyEquity2.98%
Voltas Ltd.Consumer DiscretionaryEquity2.89%
Schaeffler India Ltd.Capital GoodsEquity2.81%
Jindal Steel Ltd.Metals & MiningEquity2.77%
Fortis Healthcare Ltd.HealthcareEquity2.74%
Max Financial Services Ltd.FinancialEquity2.72%
Coromandel International Ltd.ChemicalsEquity2.58%
The Federal Bank Ltd.FinancialEquity2.40%
Bharat Forge Ltd.AutomobileEquity2.35%
Supreme Industries Ltd.ChemicalsEquity2.30%
AU Small Finance Bank Ltd.FinancialEquity2.28%
The Phoenix Mills Ltd.ConstructionEquity2.23%
Kei Industries Ltd.Capital GoodsEquity2.16%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.15%
Alkem Laboratories Ltd.HealthcareEquity2.15%
Nippon Life India Asset Management Ltd.FinancialEquity2.15%
Bharti Airtel Ltd.CommunicationEquity2.15%
Polycab India Ltd.Capital GoodsEquity2.09%
ICICI Bank Ltd.FinancialEquity1.98%
L&T Finance Ltd.FinancialEquity1.90%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.82%
JK Cement Ltd.ConstructionEquity1.82%
Bank of IndiaFinancialEquity1.74%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.68%
Dixon Technologies (India) Ltd.Capital GoodsEquity1.62%
APL Apollo Tubes Ltd.Metals & MiningEquity1.62%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.56%
Tube Investments Of India Ltd.AutomobileEquity1.54%
Samvardhana Motherson International Ltd.AutomobileEquity1.53%
UNO Minda Ltd.AutomobileEquity1.52%
Techno Electric & Engineering Company Ltd.Capital GoodsEquity1.46%
Mphasis Ltd.TechnologyEquity1.46%
Apollo Tyres Ltd.AutomobileEquity1.42%
Page Industries Ltd.TextilesEquity1.34%
Jubilant Ingrevia Ltd.ChemicalsEquity1.33%
Oil India Ltd.EnergyEquity1.31%
Atul Ltd.ChemicalsEquity1.25%
KPIT Technologies Ltd.TechnologyEquity1.22%
Power Finance Corporation Ltd.FinancialEquity1.18%
Eternal Ltd.ServicesEquity1.17%
Cholamandalam Financial Holdings Ltd.FinancialEquity1.10%
Gujarat Fluorochemicals Ltd.ChemicalsEquity1.08%
Apar Industries Ltd.Consumer StaplesEquity1.08%
PI Industries Ltd.ChemicalsEquity1.06%
Mahindra & Mahindra Ltd.AutomobileEquity1.04%
Vishal Mega Mart Ltd.ServicesEquity1.02%
Indus Towers Ltd.CommunicationEquity0.99%
Emami Ltd.Consumer StaplesEquity0.96%
HDB Financial Services Ltd.FinancialEquity0.93%
Shriram Finance LtdFinancialEquity0.88%
Dhanuka Agritech Ltd.ChemicalsEquity0.85%
Alembic Pharmaceuticals Ltd.HealthcareEquity0.77%
Cyient Ltd.TechnologyEquity0.66%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.61%
Hitachi Energy India Ltd.Capital GoodsEquity0.59%
Aster DM Healthcare Ltd.HealthcareEquity0.54%
Westlife Foodworld Ltd.ServicesEquity0.47%
Syngene International Ltd.HealthcareEquity0.34%
PB Fintech Ltd.ServicesEquity0.24%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.04%
Container Corporation Of India Ltd.ServicesEquity0.04%
Hatsun Agro Product Ltd.Consumer StaplesEquity0.04%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+19.8%+13.5%+15.3%+14.7%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)343015--

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)
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
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WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
+13.96%+25.13%4,694.85
Edelweiss Mid Cap Fund Growth
Edelweiss Mid Cap Fund Growth
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HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
+13.49%+23.86%94,256.90
Sundaram Mid Cap Fund Growth
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Fund management

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).

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 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. Vinit Sambre is the Current Fund Manager of DSP Midcap Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,30,322 Cr and the Latest NAV as of 18 Mar 2026 is ₹141.01. The DSP Midcap Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹2,30,321.88 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
CustodianCitibank NA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,