DSP Midcap Regular Plan-Growth

Fund Details

NAV 149.085

Sub-Type Mid Cap

Rating 1

Min. SIP Amount ₹100.0

Fund Age(Year) 19.26

Fund Size(in Crores) 19047.03

Fund Performance

1 Month 0.69%

3 Month -0.83%

6 Month 3.65%

1 Year 16.13%

3 Year 20.46%

5 Year 14.52%

Know This Fund

As on 16 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (95.9%) Market Cap Large Cap 16.78 Small Cap 15.34 Mid Cap 63.78 Top Sectors Financial 20.42 Capital Goods 11.14 Healthcare 9.62 Chemicals 8.98 Technology 8.65 Automobile 8.24 Services 5.19 Metals & Mining 4.13 Materials 3.92 Energy 3.87 Consumer Discretionary 3.11 Communication 3.11 Construction 2.31 Consumer Staples 1.79 Textiles 1.42 Top Holding Hatsun Agro Product 0.04 Bharti Airtel 2.32 UNO Minda 1.56 Max Financial Services 2.5 AU Small Finance Bank 2.45 Oil India 1.33 Tube Investments Of India 0.84 APL Apollo Tubes 1.53 Alkem Laboratories 2.23 MCX 1.94 Kei Industries 1.76 Voltas 2.54 Cholamandalam Investment and Finance Company 2.09 LG Electronics India 0.03 Jindal Steel 2.6 Aster DM Healthcare 0.27 Atul 1.7 Westlife Foodworld 0.48 Apollo Tyres 1.59 Syngene International 0.39 Coromandel International 2.74 Kirloskar Oil Engines 1.57 KPIT Technologies 1.7 JK Cement 1.83 Hitachi Energy India 0.45 Bank of India 1.67 Eternal 1.34 Power Fin. Corp. 2.31 Mphasis 1.81 The Phoenix Mills 2.31 HDB Financial Services 0.96 GAIL (India) 0.78 Cholamandalam Financial 1.15 Indus Towers 0.79 Alembic Pharmaceuticals 0.87 Lenskart Solutions 0.54 Techno Electric & Eng. Co. 1.25 Cyient 0.85 Dhanuka Agritech 0.96 Emami 1.03 Apar Industries 0.72 Mahindra & Mahindra 1.08 Samvardhana Motherson 1.34 Gujarat Fluorochemicals 0.97 Hindustan Petroleum Corporation 1.76 Polycab India 2.05 Container Corporation Of India 0.3 Vishal Mega Mart 1.13 Supreme Industries 2.09 Shriram Finance 0.86 The Federal Bank 2.37 Jubilant Ingrevia 1.49 PI Industries 1.12 Coforge 4.29 Schaeffler India 2.41 Ipca Laboratories 3.31 Dixon Technologies (India) 1.65 L&T Fin 1.97 Bharat Forge 1.83 Fortis Healthcare 2.55 Page Industries 1.42 Nippon Life India Asset Management 2.09

Debt & Others (4.1%) Sector Allocation Reverse Repo 4.02 Net Receivables 0.08 Debt Credit Ratings Debt Category Others 4.1

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -0.01% Ret 1Y 14.75% Ret 3Y 20.66% Ret 5Y 18.32%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -0.01% Ret 1Y 14.75% Ret 3Y 20.66% Ret 5Y 18.32%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -0.01% Ret 1Y 14.75% Ret 3Y 20.66% Ret 5Y 18.32%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -0.1% Ret 1Y 15.96% Ret 3Y 23.27% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -0.1% Ret 1Y 15.96% Ret 3Y 23.27% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -0.1% Ret 1Y 15.96% Ret 3Y 23.27% Ret 5Y 0%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M 1.95% Ret 1Y 13.99% Ret 3Y 19.61% Ret 5Y 16.12%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M 1.95% Ret 1Y 13.99% Ret 3Y 19.61% Ret 5Y 16.12%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M 1.95% Ret 1Y 13.99% Ret 3Y 19.61% Ret 5Y 16.12%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -0.39% Ret 1Y 18.46% Ret 3Y 24.42% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -0.39% Ret 1Y 18.46% Ret 3Y 24.42% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.67%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Resham Jain

Education Mr. Jain is a B.Com, MS, FRM, CFP & CFA (US).

Experience Prior to joining DSP Mutual Fund, he has worked with B&K Securities (I) Private Limited, Jaihind Projects Ltd, Arvind Ltd, Anagram Knowledge Academy Ltd.

Abhishek Ghosh

Education Mr. Ghosh is a MBA Finance, BE (Electronics)

Experience Prior to joining DSP Mutual Fund, he has worked with Motilal Oswal Securities, IDFC securities Ltd, BNP Paribas, B&K Securities, Edelweiss Securities.

Jay Kothari

Education Mr. Kothari is a BMS and MBA from Mumbai University .

Experience Prior to becoming the fund manager in DSP Mutual Fund, he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.

Vinit Sambre

Education Mr. Sambre is a B.Com and FCA.

Experience Prior to joining DSP he was associated with DSP Merrill Lynch Ltd.(Nov 2005 to Jun 2007), IL & FS Investsmart Ltd. (Dec 2002 to Oct 2005), Unit Trust of India Investment Advisory Services Ltd.(Jun 2000 to Dec 2002), Kisan Ratilal Choksey Shares and Securities Pvt. Ltd. (March 1999 to May 2000) and Credit Rating Information Service of India Ltd.(Apr 1998 to Feb 1999).

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 4

Date of Incorporation 2006-11-14

Total AUM 2026-01-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.