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Mid Capregulargrowth📊 NIFTY Midcap 150 TRI

DSP Midcap Fund - Regular Plan - Growth

DSP Mutual Fund

#19 of 29 (1Y)

₹149.1220

1.80 (-1.19%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹149.1220

1.80 (-1.19%)

29 May 2026

AMFI: 104481

Direct · Growth

₹₹167.1600

2.01 (-1.19%)

29 May 2026

AMFI: 119071

Regular · IDCW

₹₹28.4040

0.34 (-1.19%)

29 May 2026

AMFI: 104482

Direct · IDCW

₹₹66.7530

0.80 (-1.19%)

29 May 2026

AMFI: 119070

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.97%
1 Month-0.27%
3 Months+0.15%
6 Months+0.36%
1 Year+6.19%
3 Years (CAGR)+19.31%
5 Years (CAGR)+13.09%
10 Years (CAGR)+15.23%
Since Inception (Nov 2006)+14.72%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+6.14%
3 Year SIP+10.74%
5 Year SIP+13.19%
Since Inception (Nov 2006)+15.93%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹23,400

Invested

₹1,36,769

Value today

15.9%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹1,451

Value today

14.7%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹11,70,000

Withdrawn

₹76,69,017

Corpus left

+₹78,39,017 net gain — withdrew ₹11,70,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹1,65,47,383

Value today

+90.1%

vs lumpsum

STP beat direct lumpsum by 90.1% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,59,209

Value today

3.6×

Multiple

Staying invested through that crash turned ₹1L into ₹3,59,209 — a 3.6× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,35,241

Regular plan

₹1,27,589

Direct earns ₹7,652 more on a ₹60K investment1.28% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseDSP Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹19,076 Cr
Expense Ratio1.67%
Min SIP₹100
Min Lumpsum₹100
BenchmarkNIFTY Midcap 150 TRI ✓
Launch Date16 Nov 2006
AMFI Code104481

Risk Metrics

Trailing 1 year, annualised

-0.18

Sharpe Ratio

-0.03

Alpha

0.42

Beta

-0.16

Sortino

16.82%

Std Dev

-20.27%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

Coforge Limited

INE591G01025

3.47%

Coforge Limited

INE591G01025

3.34%

IPCA Laboratories Limited

INE571A01038

3.11%

Cholamandalam Investment and Finance Company Limited

INE121A01024

2.79%

Fortis Healthcare Limited

INE061F01013

2.71%

Cholamandalam Investment and Finance Company Limited

INE121A01024

2.69%

Voltas Limited

INE226A01021

2.68%

Schaeffler India Limited

INE513A01022

2.68%

Voltas Limited

INE226A01021

2.65%

Fortis Healthcare Limited

INE061F01013

2.60%

Jindal Steel Limited

INE749A01030

2.53%

Max Financial Services Limited

INE180A01020

2.51%

Coromandel International Limited

INE169A01031

2.49%

Supreme Industries Limited

INE195A01028

2.43%

Max Financial Services Limited

INE180A01020

2.40%

The Phoenix Mills Limited

INE211B01039

2.39%

Nippon Life India Asset Management Limited

INE298J01013

2.36%

IPCA Laboratories Limited

INE571A01038

2.35%

Jindal Steel Limited

INE749A01030

2.34%

The Federal Bank Limited

INE171A01029

2.33%

Bharat Forge Limited

INE465A01025

2.33%

Coromandel International Limited

INE169A01031

2.32%

Bharat Forge Limited

INE465A01025

2.31%

The Federal Bank Limited

INE171A01029

2.31%

Bharti Airtel Limited

INE397D01024

2.29%

The Phoenix Mills Limited

INE211B01039

2.27%

AU Small Finance Bank Limited

INE949L01017

2.25%

AU Small Finance Bank Limited

INE949L01017

2.24%

Multi Commodity Exchange of India Limited

INE745G01043

2.24%

Schaeffler India Limited

INE513A01022

2.23%

Bharti Airtel Limited

INE397D01024

2.18%

Supreme Industries Limited

INE195A01028

2.11%

JK Cement Limited

INE823G01014

2.09%

Nippon Life India Asset Management Limited

INE298J01013

2.08%

KEI Industries Limited

INE878B01027

2.08%

Multi Commodity Exchange of India Limited

INE745G01043

2.00%

Alkem Laboratories Limited

INE540L01014

1.95%

JK Cement Limited

INE823G01014

1.95%

ICICI Bank Limited

INE090A01021

1.94%

KEI Industries Limited

INE878B01027

1.93%

ICICI Bank Limited

INE090A01021

1.83%

Alkem Laboratories Limited

INE540L01014

1.79%

Dixon Technologies (India) Limited

INE935N01020

1.73%

Kirloskar Oil Engines Limited

INE146L01010

1.72%

Dixon Technologies (India) Limited

INE935N01020

1.67%

Tube Investments of India Limited

INE974X01010

1.66%

Jubilant Ingrevia Limited

INE0BY001018

1.64%

L&T Finance Limited

INE498L01015

1.64%

Indus Towers Limited

INE121J01017

1.63%

L&T Finance Limited

INE498L01015

1.63%

Performance Comparison

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Investment Objective

DSP Midcap Fund - Regular Plan - Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.

About This Fund

DSP Midcap Fund - Regular Plan - Growth is a Mid Cap mutual fund offered by DSP Mutual Fund. The fund has been operational for over 19 years. It manages assets worth ₹19,076 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Midcap 150 TRI. The current expense ratio is 1.67%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations