DSP Midcap Regular Plan-Growth

Fund Details

NAV 143.207

Sub-Type Mid Cap

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 19.96

Fund Size(in Crores) 19487.69

Fund Performance

1 Month -3.09%

3 Month -7.61%

6 Month -3.73%

1 Year -4.84%

3 Year 11.71%

5 Year 9.08%

Know This Fund

As on 30 Oct 2026

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

Equity (95.37%) Market Cap Large Cap 13.75 Small Cap 15.43 Mid Cap 66.19 Top Sectors Financial 17.73 Capital Goods 11.17 Automobile 9.96 Healthcare 9.17 Services 8.17 Technology 7.22 Chemicals 6.9 Construction 4.61 Metals & Mining 4.51 Materials 4.05 Communication 3.42 Consumer Discretionary 2.83 Energy 2.39 Consumer Staples 1.71 Textiles 1.53 Top Holding Bharti Airtel 2.03 UNO Minda 1.66 Max Financial Services 2.48 AU Small Finance Bank 1.71 Tube Investments Of India 1.57 Oil India 1.13 APL Apollo Tubes 2.34 Alkem Laboratories 1.71 MCX 3.31 Kei Industries 1.67 Voltas 2 Cholamandalam Investment and Finance Company 2.44 LG Electronics India 0.04 Jindal Steel 2.17 SRF 1.14 Westlife Foodworld 0.56 Atul 0.94 Apollo Tyres 1.28 Syngene International 0.3 Coromandel International 2.29 Kirloskar Oil Engines 2.02 KPIT Technologies 0.8 JK Cement 1.87 GE Vernova T&D 1.04 Bank of India 1.3 Hitachi Energy India 0.72 Eternal 1.95 Mphasis 1.61 The Phoenix Mills 2.73 Cholamandalam Financial 0.94 Alembic Pharmaceuticals 0.03 Indus Towers 1.39 Lenskart Solutions 0.79 Techno Electric & Eng. Co. 1.27 Oberoi Realty 0.98 Cyient 0.74 Emami 0.35 Dhanuka Agritech 0.77 Apar Industries 1.36 Mahindra & Mahindra 0.91 Samvardhana Motherson 1.5 Polycab India 0.49 Hindustan Petroleum Corporation 1.26 PB Fintech 1.02 Aster DM Quality Care 1.34 Gland Pharma 0.42 Vishal Mega Mart 1.33 Supreme Industries 2.18 Shriram Finance 0.97 Jubilant Ingrevia 0.97 The Federal Bank 2.56 PI Industries 0.79 Coforge 4.07 Schaeffler India 2.1 Ipca Laboratories 2.84 Dixon Technologies (India) 1.86 ICICI Bank 1.91 Bharat Forge 2.51 L&T Fin 1.55 Fortis Healthcare 2.53 Sona BLW Precision Forgings 0.53 Page Industries 1.53 Nippon Life India Asset Management 1.87 Godrej Properties 0.9

Debt & Others (4.63%) Sector Allocation Net Payables -0.08 Reverse Repo 4.71 Debt Credit Ratings Debt Category Others 4.63

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -3.47% Ret 1Y -2.75% Ret 3Y 12.59% Ret 5Y 10.85%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -3.47% Ret 1Y -2.75% Ret 3Y 12.59% Ret 5Y 10.85%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -3.47% Ret 1Y -2.75% Ret 3Y 12.59% Ret 5Y 10.85%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -2.81% Ret 1Y -4.53% Ret 3Y 13.19% Ret 5Y 12.98%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -2.81% Ret 1Y -4.53% Ret 3Y 13.19% Ret 5Y 12.98%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -2.81% Ret 1Y -4.53% Ret 3Y 13.19% Ret 5Y 12.98%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -0.65% Ret 1Y 0.55% Ret 3Y 15.08% Ret 5Y 10.75%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -0.65% Ret 1Y 0.55% Ret 3Y 15.08% Ret 5Y 10.75%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -0.65% Ret 1Y 0.55% Ret 3Y 15.08% Ret 5Y 10.75%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -2.26% Ret 1Y -2.69% Ret 3Y 13.98% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -2.26% Ret 1Y -2.69% Ret 3Y 13.98% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.74%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

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.

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.

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) 34

Date of Incorporation 2006-11-14

Total AUM 237066.29

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.