DSP Midcap Fund - Growth - Direct Plan

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  • (-1.52%)Nav, as on 20-05-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

An Open ended equity growth scheme, primarily seeking to generate long term capital appreciation from a portfolio substantially constituted of equity and equity related securities, which are not part of top 100 stocks by market capitalization. From time to time, the Investment Manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
DSP Midcap Fund - Direct Plan - Growth 9.71 13.11 10.91 22.76 25.90 17.99
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
DSP Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 10.91 22.76 25.90 0.75 17,657.92
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Jan 01, 2013 12.54 31.32 36.60 0.79 74,909.76
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 12.68 25.68 34.66 0.44 49,645.85
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 13.17 30.43 37.05 0.74 34,690.03
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 10.58 23.13 27.64 0.55 28,809.45
Motilal Oswal Midcap Fund-Direct Plan-Growth Option Feb 24, 2014 19.75 34.56 40.97 0.70 27,780.18

Fund Holdings as on 30-April-2025

  • TREPS / Reverse Repo Investments

  • Coforge Limited

  • IPCA Laboratories Limited

  • Max Financial Services Limited

  • Coromandel International Limited

  • Dixon Technologies (India) Limited

  • Power Finance Corporation Limited

  • Bharat Forge Limited

  • Supreme Industries Limited

  • The Phoenix Mills Limited

  • Page Industries Limited

  • AU Small Finance Bank Limited

  • JK Cement Limited

  • The Federal Bank Limited

  • KPIT Technologies Limited

  • Alkem Laboratories Limited

  • Nippon Life India Asset Management Limited

  • Schaeffler India Limited

  • Fortis Healthcare Limited

  • Atul Limited

  • Hindustan Petroleum Corporation Limited

  • Bharti Airtel Limited

  • Voltas Limited

  • Emami Limited

  • Apollo Tyres Limited

  • Polycab India Limited

  • Jubilant Ingrevia Limited

  • Jindal Steel & Power Limited

  • Alembic Pharmaceuticals Limited

  • Hero MotoCorp Limited

  • Cipla Limited

  • UNO Minda Limited

  • Techno Electric & Engineering Company Limited

  • L&T Finance Limited

  • Balkrishna Industries Limited

  • Gujarat Fluorochemicals Limited

  • APL Apollo Tubes Limited

  • Hatsun Agro Product Limited

  • MphasiS Limited

  • Dhanuka Agritech Limited

  • Jubilant Foodworks Limited

  • Oil India Limited

  • Bank of India

  • Vishal Mega Mart Limited

  • Kirloskar Oil Engines Limited

  • GAIL (India) Limited

  • KEI Industries Limited

  • Container Corporation of India Limited

  • Cyient Limited

  • Samvardhana Motherson International Limited

  • Timken India Limited

  • Westlife Foodworld Limited

  • Gujarat Gas Limited

  • Escorts Kubota Limited

  • Tube Investments of India Limited

  • Syngene International Limited

  • Apar Industries Limited

  • Net Receivables/Payables

  • PI Industries Limited

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Miscellaneous

  • Chemicals

  • Bank - Private

  • Finance - Others

  • Tyres & Allied

  • Fertilizers

  • Consumer Durables - Electronics

  • Auto Ancillary

  • Bearings

  • Finance Term Lending

  • Forgings

  • Cable

  • Plastic Products

  • Consumer Food

  • Construction - Real Estate

  • Textile

  • Cement & Construction Materials

  • Finance - Asset Management

  • Hospital & Healthcare Services

  • Refineries

  • Telecommunication - Service Provider

  • Air Conditioners

  • Household & Personal Products

  • Steel/Sponge Iron/Pig Iron

  • Automobile Two & Three Wheelers

  • Pesticides & Agrochemicals

  • Engineering - Construction

  • Finance - NBFC

  • Steel & Iron Products

  • Bank - Public

  • Oil Exploration

  • Retailing

  • Engineering - Industrial Equipments

  • Industrial Gases & Fuels

  • Logistics

  • Restaurants

  • Gas Transmission/Marketing

  • Automobiles-Tractors

  • Business Support

  • Electric Equipment

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Fund Manager

  • Education:B.Com, FCA
  • Experience:14 years
  • Basic Details:Mr.Vinit Sambre has 14 Years of Experience in Mutual Fund Industry. He joined DSPBRIM in July 2007, as Portfolio Analyst for the firm's PMS division. Previously, he was with DSP Merrill Lynch as a part of its Global Private Client business. He spent 20 months at DSP Merrill Lynch as Equity Strategist. Prior to DSP Merrill Lynch, he was employed with IL&FS Investsmart Limited as an Equity Analyst in their PMS division. Prior to that, he has worked with UTI Investment Advisory Services as Equity Analyst for the offshore fund - India Growth Fund. Vinit is a Chartered Accountant from Institute of Chartered Accountant of India (Nov'1997).
  • Funds Managed:
  • DSP Midcap Fund
  • DSP Small Cap Fund
  • DSP Midcap Fund
  • DSP Small Cap Fund
  • Education:MBA (Finance), B.E. (Electronics)
  • Experience:13
  • Basic Details:From September 2018 to present - Assistant Vice President, Equity Investment team.From August 2016 to September 2018 - Vice President - Institutional Equity Research in Motilal Oswal Securities.From October 2013 to August 2016 - Vice President - Institutional Equity Research in IDFC securities Ltd.From May 2013 to October 2013 as Assistant Vice President - Institutional Equity Research in BNP Paribas.From April 2010 to May 2013 as Manager - Institutional Equity Research in B&K Securities.From Jan 2007 to April 2010 Manager in Edelweiss Securities.
  • Funds Managed:
  • DSP Midcap Fund
  • DSP Midcap Fund

  • Cash

  • Equity

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About DSP Midcap Fund

Scheme Analysis

DSP Midcap Fund is a Equity - Mid Cap Fund fund and belongs to DSP Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹17,657.92 crore. DSP Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of DSP Midcap Fund ended down ₹-2.42(-1.52%)yesterday to ₹155.949.

Among its top 3 holdings the fund has exposure to TREPS / Reverse Repo Investments, and

The DSP Midcap Fund is managed by Vinit Sambre and Abhishek Ghosh.

Fund House Contact

The Ruby, 25th Floor, 29, Senapati Bapat Marg, Dadar (West) Mumbai - 400 028

+91 (22) 66578000
service@dspim.com
+91 (22) 66578181