DSP Midcap Fund Growth
- Mid-Cap
- Equity
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹17,491.90 Cr
Expense Ratio
1.68%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
14 Nov 2006
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.59% | -- |
| 3 Months | -0.22% | -- |
| 6 Months | -1.15% | -- |
| 1 Year | +6.85% | +6.85% |
| 2 Years | -- | +8.83% |
| 3 Years | +69.69% | +19.28% |
| 5 Years | +90.55% | +13.76% |
| Since Launch | +1387.5% | +14.85% |
Holdings as on 16 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Treps / Reverse Repo Investments | 754.98 | 4.32 |
| Coforge | 606.44 | 3.47 |
| IPCA Laboratories | 543.37 | 3.11 |
| Cholamandalam Investment and Finance Company Ltd | 471.30 | 2.69 |
| Schaeffler India | 469.42 | 2.68 |
| Voltas | 463.24 | 2.65 |
| Fortis Healthcare | 454.25 | 2.60 |
| Jindal Steel | 442.36 | 2.53 |
| Max Financial Services | 439.23 | 2.51 |
| Coromandel International | 436.01 | 2.49 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.73
Sharpe Ratio
18.30%
Std. Deviation
8.38%
Tracking Error
3.90%
Alpha
0.77
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Edelweiss Mid Cap Fund Growth | +8.66% | +24.62% | +21.1% |
| Mirae Asset Midcap Fund Regular Growth | +12.39% | +20.59% | +17.61% |
| Axis Midcap Fund Growth | +7.16% | +18.53% | +15.85% |
| DSP Midcap Fund Growth | +6.85% | +19.28% | +13.76% |
| SBI Midcap Fund Regular Growth | +2.19% | +14.78% | +16.7% |
Results are calculated on CAGR basis
About Fund
The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized.
The DSP Midcap Fund Growth has an AUM of 17491.90 crores & has delivered CAGR of 13.76 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.68%. The minimum investment in DSP Midcap Fund Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Treps / Reverse Repo Investments, Coforge, IPCA Laboratories, Cholamandalam Investment and Finance Company Ltd.
The major sectors where the fund is invested are Consumer Financial Services, Regional Banks, Software & Programming, Chemical Manufacturing.
Some of the similar funds are Edelweiss Mid Cap Fund Growth, Mirae Asset Midcap Fund Regular Growth, Axis Midcap Fund Growth, DSP Midcap Fund Growth, SBI Midcap Fund Regular Growth. DSP Midcap Fund Growth has a sharpe ratio of 0.73 & a standard deviation of 18.30%.
FAQs
According to the morning star rating DSP Midcap Fund Growth has a Medium risk & Exceptional return.
DSP Midcap Fund Growth is managed by Vinit Sambre,Abhishek Ghosh.
The expense ratio of DSP Midcap Fund Growth is 1.68%.
The 5 year annualized return on DSP Midcap Fund Growth is 13.76% & it has generated 6.85% in the last 1 year.
The minimum investment in DSP Midcap Fund Growth is 100 Rs.
DSP Midcap Fund Growth has an AUM of 17491.90 crores.
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