Fund Overview of DSP Midcap Regular Plan-growth
-
₹19,673.0 CrAUM
-
₹152.62NAV
-
1.77%Expense Ratio
-
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 Regular Plan-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 10.07% | NA | 4.37% |
| 6 Months | 3.35% | NA | 15.67% |
| 1 Year | 5.50% | 5.50% | -0.50% |
| 2 Years | 7.96% | 3.90% | 23.18% |
| 3 Years | 63.18% | 17.73% | 22.72% |
| 5 Years | 78.88% | 12.33% | 26.92% |
| 7 Years | 184.74% | 16.12% | NA |
| 10 Years | 291.36% | 14.62% | 16.72% |
Compare DSP Midcap Regular Plan-growth with other mutual funds in the same category
DSP Midcap Regular Plan-growth
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Asset Allocation
equities
95.53%other assets or cash equivalents
4.47%DSP Midcap Regular Plan-growth is one Equity mutual fund offered by DSP Mutual Fund. Launched on 14 Nov 2006, the fund aims Long-term capital growth. Investment in equity and equity-related securities predominantly of midcap companies. It manages assets worth ₹19,673.0 crore as on Sun May 31, 2026. The expense ratio stands at 1.77%. Fund Manager Manager Education Fund Manager Manager EducationAbout DSP Midcap Regular Plan-growth
The portfolio allocation consists of 95.53% in equities, 4.47% in other assets or cash equivalents.Managed by Vinit Sambre, it has delivered a return of 5.50% in the last year, a total return since inception of 14.92%.
When shortlisting long-term investments savvy investors also look at best sip plan based on financial goals.
Key Metrics of DSP Midcap Regular Plan-growth
-
Standard Deviation18.24%
-
Sharpe Ratio0.70%
-
Alpha-1.78%
-
Beta0.96%
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
More funds from DSP Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
DSP Midcap Direct Plan-growth
|
₹19,673 | 2.87% | 10.33% | 3.83% | 6.51% | 18.84% |
|
DSP Midcap Regular Plan-idcw
|
₹19,673 | 2.78% | 10.07% | 3.35% | 5.50% | 17.73% |
|
DSP Midcap Direct Plan-idcw
|
₹19,673 | 2.87% | 10.33% | 3.83% | 6.51% | 18.84% |
|
DSP Nifty Midcap 150 Quality 50 Index Fund Regular-growth
|
₹458 | 3.79% | 12.59% | 2.57% | -1.49% | 12.20% |
|
DSP Nifty Midcap 150 Quality 50 Index Fund Direct-growth
|
₹458 | 3.85% | 12.77% | 2.88% | -0.87% | 12.89% |
|
DSP Nifty Midcap 150 Quality 50 Index Fund Regular-idcw
|
₹458 | 3.79% | 12.59% | 2.57% | -1.49% | 12.20% |
|
DSP Nifty Midcap 150 Quality 50 Index Fund Direct-idcw
|
₹458 | 3.85% | 12.77% | 2.88% | -0.87% | 12.89% |
|
DSP Nifty Midcap 150 Quality 50 Etf-growth
|
₹99 | 3.84% | 12.76% | 2.90% | -0.87% | 12.89% |
|
DSP Nifty Midcap 150 Index Fund Regular-growth
|
₹14 | 2.34% | 11.57% | 3.85% | - | - |
Mutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Reverse Repo | Unspecified | 4.26% | ₹837.39 Cr |
| Coforge Ltd | Technology | 3.93% | ₹773.51 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 2.72% | ₹534.96 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.70% | ₹530.49 Cr |
| Nippon Life India Asset Management Ltd | Financial | 2.54% | ₹499.71 Cr |
| Max Financial Services Ltd | Financial | 2.51% | ₹493.23 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 2.40% | ₹472.29 Cr |
| Phoenix Mills Ltd | Real Estate | 2.37% | ₹467.10 Cr |
| Ipca Laboratories Ltd | Healthcare | 2.32% | ₹455.84 Cr |
| The Federal Bank Ltd | Financial | 2.30% | ₹453.40 Cr |
| Voltas Ltd | Industrials | 2.30% | ₹453.38 Cr |
| Jindal Steel & Power Ltd | Materials | 2.28% | ₹449.45 Cr |
| Coromandel International Ltd | Materials | 2.27% | ₹445.81 Cr |
| Kei Industries Ltd | Industrials | 2.23% | ₹439.40 Cr |
| Schaeffler India Ltd | Industrials | 2.20% | ₹433.61 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.20% | ₹432.97 Cr |
| Au Small Finance Bank Ltd | Financial | 2.15% | ₹422.45 Cr |
| Bharti Airtel Ltd | Technology | 2.09% | ₹410.80 Cr |
| Supreme Industries Ltd | Materials | 2.05% | ₹402.85 Cr |
| Kirloskar Oil Engines Ltd | Industrials | 1.93% | ₹379.98 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
Frequently Asked Questions
DSP Midcap Regular Plan-growth
What is the current AUM of DSP Midcap Regular Plan-growth?
As of Sun May 31, 2026, DSP Midcap Regular Plan-growth manages assets worth ₹19,673.0 crore
How has DSP Midcap Regular Plan-growth performed recently?
- 3 Months: 10.07%
- 6 Months: 3.35%
What is the long-term performance of DSP Midcap Regular Plan-growth?
- 3 Years CAGR: 17.73%
- 5 Years CAGR: 12.33%
- Since Inception: 14.92%
What is the portfolio composition of DSP Midcap Regular Plan-growth?
Equity: 95.53%, Others: 4.47%.
Who manages DSP Midcap Regular Plan-growth?
DSP Midcap Regular Plan-growth is managed by Vinit Sambre from DSP Mutual Fund.
What is the market-cap allocation of DSP Midcap Regular Plan-growth?
Large Cap: 15.49%, Mid Cap: 70.96%, Small Cap: 13.55%.
Which are the top companies DSP Midcap Regular Plan-growth has invested in?
- Reverse Repo – 4.26% of the fund's portfolio
- Coforge Ltd – 3.93% of the fund's portfolio
- Cholamandalam Investment & Finance Company Ltd – 2.72% of the fund's portfolio
- Fortis Healthcare Ltd – 2.70% of the fund's portfolio
- Nippon Life India Asset Management Ltd – 2.54% of the fund's portfolio
Which are the major sectors DSP Midcap Regular Plan-growth focuses on?
- Financial – 14.42% of the fund's portfolio
- Industrials – 8.66% of the fund's portfolio
- Materials – 6.60% of the fund's portfolio
- Technology – 6.02% of the fund's portfolio
- Healthcare – 5.02% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.





