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Fund Overview of DSP Midcap Direct Plan-growth
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₹20,170.3 CrAUM
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₹170.64NAV
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0.81%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of DSP Midcap Direct Plan-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 3.13% | NA | 4.37% |
| 6 Months | 7.31% | NA | 15.67% |
| 1 Year | 3.82% | 3.82% | -0.50% |
| 2 Years | 6.57% | 3.23% | 23.18% |
| 3 Years | 60.20% | 17.01% | 22.72% |
| 5 Years | 80.89% | 12.59% | 26.92% |
| 7 Years | 214.94% | 17.81% | NA |
| 10 Years | 299.87% | 14.87% | 16.72% |
Asset Allocation
equities
95.68%other assets or cash equivalents
4.32%DSP Midcap Direct Plan-growth is one Equity mutual fund offered by DSP Mutual Fund. Launched on 01 Jan 2013, the fund aims Long-term capital growth. Investment in equity and equity-related securities predominantly of midcap companies. It manages assets worth ₹20,170.3 crore as on Tue Jun 30, 2026. The expense ratio stands at 0.81%. Fund Manager Manager Education Fund Manager Manager EducationAbout DSP Midcap Direct Plan-growth
The portfolio allocation consists of 95.68% in equities, 4.32% in other assets or cash equivalents.Managed by Vinit Sambre, it has delivered a return of 3.82% in the last year, a total return since inception of 16.89%.
Investors frequently analyze the best sip plan so they can create goal-based financial goals.
Key Metrics of DSP Midcap Direct Plan-growth
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Standard Deviation18.15%
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Mean18.77%
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Sharpe Ratio0.71%
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Alpha-0.20%
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Beta0.97%
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Sortino Ratio0.96%
Fund Details
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Compare DSP Midcap Direct Plan-growth with other mutual funds in the same category
DSP Midcap Direct Plan-growth
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹37,474 | 3.58% | 7.18% | -3.96% | 19.57% | 22.53% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹37,474 | 3.58% | 7.18% | -3.96% | 19.57% | 22.53% |
| Motilal Oswal Midcap Fund Regular-growth |
₹37,474 | 3.52% | 6.97% | -4.73% | 18.42% | 21.26% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹37,474 | 3.52% | 6.97% | -4.73% | 18.42% | 21.26% |
| Invesco India Mid Cap Fund Direct-growth |
₹13,767 | 0.30% | 9.10% | 7.50% | 25.44% | 20.54% |
| Invesco India Mid Cap Fund Direct-idcw |
₹13,767 | 0.30% | 9.10% | 7.50% | 25.44% | 20.54% |
HDFC Mid Cap Fund Direct-growth  |
₹100,858 | -0.25% | 4.24% | 4.83% | 19.40% | 20.01% |
| HDFC Mid Cap Fund Direct-idcw |
₹100,858 | -0.25% | 4.24% | 4.83% | 19.40% | 20.01% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹49,169 | -1.16% | 2.81% | 6.30% | 21.52% | 19.80% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹49,169 | -1.16% | 2.81% | 6.30% | 21.52% | 19.80% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from DSP Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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DSP Midcap Regular Plan-growth
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₹20,170 | -1.34% | 2.89% | 6.81% | 2.84% | 15.92% |
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DSP Midcap Regular Plan-idcw
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₹20,170 | -1.34% | 2.89% | 6.81% | 2.84% | 15.92% |
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DSP Midcap Direct Plan-idcw
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₹20,170 | -1.26% | 3.13% | 7.31% | 3.82% | 17.01% |
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DSP Nifty Midcap 150 Index Fund Direct-growth
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₹16 | -0.73% | 3.83% | 8.06% | - | - |
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DSP Nifty Midcap 150 Index Fund Regular-growth
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₹16 | -0.79% | 3.65% | 7.67% | - | - |
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DSP Nifty Midcap 150 Index Fund Direct-idcw
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₹16 | -0.73% | 3.83% | 8.06% | - | - |
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DSP Nifty Midcap 150 Index Fund Regular-idcw
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₹16 | -0.79% | 3.65% | 7.67% | - | - |
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DSP Nifty Midcap 150 Etf-growth
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₹5 | -0.72% | 3.88% | 8.23% | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹100,858 | ₹205.14 | 18.64% | 19.22% | 17.25% |
| HDFC Mid Cap Fund Direct-growth |
₹100,858 | ₹227.32 | 19.40% | 20.01% | 18.14% |
| HDFC Mid Cap Fund Regular-idcw |
₹100,858 | ₹51.47 | 18.64% | 19.22% | 17.25% |
| HDFC Mid Cap Fund Direct-idcw |
₹100,858 | ₹80.72 | 19.40% | 20.01% | 18.14% |
| Kotak Midcap Fund Regular-growth |
₹67,611 | ₹143.78 | 18.79% | 16.55% | 17.04% |
| Kotak Midcap Fund Direct-growth |
₹67,611 | ₹168.14 | 20.04% | 17.86% | 18.46% |
| Kotak Midcap Fund Direct-idcw |
₹67,611 | ₹100.18 | 20.04% | 17.86% | 18.46% |
| Kotak Midcap Fund Regular-idcw |
₹67,611 | ₹78.97 | 18.79% | 16.55% | 17.04% |
| Nippon India Growth Mid Cap Fund-growth |
₹49,169 | ₹4,431.80 | 20.55% | 18.86% | 18.02% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹49,169 | ₹4,893.71 | 21.52% | 19.80% | 18.91% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Reverse Repo | Unspecified | 5.55% | ₹1,087.50 Cr |
| Reverse Repo | Unspecified | 5.55% | ₹1,072.45 Cr |
| Reverse Repo | Unspecified | 5.11% | ₹1,014.77 Cr |
| Reverse Repo | Unspecified | 4.95% | ₹963.89 Cr |
| Coforge Ltd | Technology | 4.75% | ₹943.14 Cr |
| Reverse Repo | Unspecified | 4.65% | ₹891.39 Cr |
| Reverse Repo | Unspecified | 4.65% | ₹891.39 Cr |
| Coforge Ltd | Technology | 4.48% | ₹878.61 Cr |
| Coforge Ltd | Technology | 4.48% | ₹878.61 Cr |
| Reverse Repo | Unspecified | 4.29% | ₹864.78 Cr |
| Reverse Repo | Unspecified | 4.29% | ₹864.78 Cr |
| Reverse Repo | Unspecified | 4.29% | ₹864.78 Cr |
| Coforge Ltd | Technology | 4.47% | ₹863.83 Cr |
| Reverse Repo | Unspecified | 4.26% | ₹837.39 Cr |
| Reverse Repo | Unspecified | 4.23% | ₹830.60 Cr |
| Coforge Ltd | Technology | 4.20% | ₹821.73 Cr |
| Coforge Ltd | Technology | 4.29% | ₹817.19 Cr |
| Reverse Repo | Unspecified | 4.02% | ₹788.53 Cr |
| Reverse Repo | Unspecified | 4.02% | ₹788.53 Cr |
| Coforge Ltd | Technology | 4.10% | ₹786.16 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹112.30 | 19.57% | 22.53% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹45.80 | 19.57% | 22.53% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹97.25 | 18.42% | 21.26% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹43.95 | 18.42% | 21.26% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹236.65 | 25.44% | 20.54% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹82.62 | 25.44% | 20.54% | - |
| HDFC Mid Cap Fund Direct-growth |
₹227.32 | 19.40% | 20.01% | - |
| HDFC Mid Cap Fund Direct-idcw |
₹80.72 | 19.40% | 20.01% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,893.71 | 21.52% | 19.80% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹189.82 | 21.52% | 19.80% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
DSP Midcap Direct Plan-growth
What is the current AUM of DSP Midcap Direct Plan-growth?
As of Tue Jun 30, 2026, DSP Midcap Direct Plan-growth manages assets worth ₹20,170.3 crore
How has DSP Midcap Direct Plan-growth performed recently?
- 3 Months: 3.13%
- 6 Months: 7.31%
What is the long-term performance of DSP Midcap Direct Plan-growth?
- 3 Years CAGR: 17.01%
- 5 Years CAGR: 12.59%
- Since Inception: 16.89%
What is the portfolio composition of DSP Midcap Direct Plan-growth?
Equity: 95.68%, Others: 4.32%.
Who manages DSP Midcap Direct Plan-growth?
DSP Midcap Direct Plan-growth is managed by Vinit Sambre from DSP Mutual Fund.
What is the market-cap allocation of DSP Midcap Direct Plan-growth?
Large Cap: 20.04%, Mid Cap: 66.92%, Small Cap: 13.04%.
Which are the top companies DSP Midcap Direct Plan-growth has invested in?
- Reverse Repo – 5.55% of the fund's portfolio
- Reverse Repo – 5.55% of the fund's portfolio
- Reverse Repo – 5.11% of the fund's portfolio
- Reverse Repo – 4.95% of the fund's portfolio
- Coforge Ltd – 4.75% of the fund's portfolio
Which are the major sectors DSP Midcap Direct Plan-growth focuses on?
- Unspecified – 59.86% of the fund's portfolio
- Technology – 30.77% of the fund's portfolio
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