DSP Midcap Plan Growth

DSP Midcap Plan Growth

+19.42%
3Y annualised
+0.86% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 May '26
₹149.16
Min. for SIP
₹100
Fund size (AUM)
₹19,458.97 Cr
Expense ratio
1.64%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,157
+1.93%
3 years₹1,80,000₹2,07,093
+15.05%
5 years₹3,00,000₹4,11,357
+37.12%
10 years₹6,00,000₹12,47,430
+107.91%

Holdings (61)

NameSectorInstrumentsAssets
Coforge Ltd.TechnologyEquity3.34%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.79%
Fortis Healthcare Ltd.HealthcareEquity2.71%
Voltas Ltd.Consumer DiscretionaryEquity2.68%
Max Financial Services Ltd.FinancialEquity2.40%
The Phoenix Mills Ltd.ConstructionEquity2.39%
Nippon Life India Asset Management Ltd.FinancialEquity2.36%
Ipca Laboratories Ltd.HealthcareEquity2.35%
Jindal Steel Ltd.Metals & MiningEquity2.34%
Bharat Forge Ltd.AutomobileEquity2.33%
Coromandel International Ltd.ChemicalsEquity2.32%
The Federal Bank Ltd.FinancialEquity2.31%
AU Small Finance Bank Ltd.FinancialEquity2.24%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.24%
Schaeffler India Ltd.Capital GoodsEquity2.23%
Bharti Airtel Ltd.CommunicationEquity2.18%
Supreme Industries Ltd.ChemicalsEquity2.11%
Kei Industries Ltd.Capital GoodsEquity2.08%
JK Cement Ltd.ConstructionEquity1.95%
ICICI Bank Ltd.FinancialEquity1.83%
Alkem Laboratories Ltd.HealthcareEquity1.79%
Dixon Technologies (India) Ltd.Capital GoodsEquity1.73%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.72%
Tube Investments Of India Ltd.AutomobileEquity1.66%
L&T Finance Ltd.FinancialEquity1.64%
Jubilant Ingrevia Ltd.ChemicalsEquity1.64%
Techno Electric & Engineering Company Ltd.Capital GoodsEquity1.62%
Samvardhana Motherson International Ltd.AutomobileEquity1.60%
Page Industries Ltd.TextilesEquity1.55%
Indus Towers Ltd.CommunicationEquity1.52%
UNO Minda Ltd.AutomobileEquity1.47%
Mphasis Ltd.TechnologyEquity1.46%
APL Apollo Tubes Ltd.Metals & MiningEquity1.40%
Bank of IndiaFinancialEquity1.39%
Oil India Ltd.EnergyEquity1.38%
Shriram Finance LtdFinancialEquity1.37%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.35%
Polycab India Ltd.Capital GoodsEquity1.34%
Power Finance Corporation Ltd.FinancialEquity1.29%
Atul Ltd.ChemicalsEquity1.29%
Apollo Tyres Ltd.AutomobileEquity1.29%
KPIT Technologies Ltd.TechnologyEquity1.21%
Apar Industries Ltd.Consumer StaplesEquity1.20%
Eternal Ltd.ServicesEquity1.19%
PB Fintech Ltd.ServicesEquity1.13%
Gujarat Fluorochemicals Ltd.ChemicalsEquity1.12%
Vishal Mega Mart Ltd.ServicesEquity1.07%
Cholamandalam Financial Holdings Ltd.FinancialEquity1.06%
PI Industries Ltd.ChemicalsEquity1.05%
Mahindra & Mahindra Ltd.AutomobileEquity0.95%
Dhanuka Agritech Ltd.ChemicalsEquity0.91%
Alembic Pharmaceuticals Ltd.HealthcareEquity0.82%
Emami Ltd.Consumer StaplesEquity0.80%
Hitachi Energy India Ltd.Capital GoodsEquity0.79%
Cyient Ltd.TechnologyEquity0.64%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.59%
Aster DM Healthcare Ltd.HealthcareEquity0.58%
Westlife Foodworld Ltd.ServicesEquity0.45%
HDB Financial Services Ltd.FinancialEquity0.44%
Syngene International Ltd.HealthcareEquity0.38%
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+19.4%+13.1%+15.0%+14.8%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)403115--

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

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Edelweiss Mid Cap Fund Growth
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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 ₹2,28,691 Cr and the Latest NAV as of 19 May 2026 is ₹149.16. 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₹2,28,690.58 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,