dsp-midcap-fund-direct-g

DSP Midcap Fund - Direct (G)

  1. Equity
  2. Midcap
  • NAV as on Jul 04, 2025 ₹165.04
  • Total Returns 18.12% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
dsp-midcap-fund-direct-g

Overview of DSP Midcap Fund - Direct (G)

  • Fund House
    DSP Midcap Fund
  • Fund Size
    ₹18,712 Cr
  • Expense Ratio
    0.75%
  • Benchmark
    Nifty Midcap 150 TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 02, 2013
  • Lock-in period
    0
  • Exit Load
    1.00% - If redeemed/switched out within 12 months from the date of allotment. Nil - If redeemed/switched out after 12 months from the date of allotment.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

DSP Midcap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

DSP Midcap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 3.52%
  • 18.75%
  • 0.69%
  • 3.82%
  • 24.62%
  • 23.46%

Category Average

  • 4.32%
  • 13.91%
  • 0.65%
  • 4.43%
  • 27.83%
  • 29.66%

Fund Asset Allocation

Top holdings

Top Sectors

  • Auto Components
    9.99%
  • Pharmaceuticals & Biotech
    9.13%
  • IT-Software
    8.18%
  • Industrial Products
    7.93%
  • Debt
    6.56%
  • Banks
    5.21%

More about DSP Midcap Fund - Direct (G)

DSP Midcap Fund - Direct (G) is a mutual fund under the Midcap category, managed by DSP Mutual Fund. It was launched on 13 May 1996, and has been active for over 29 years. As of 31 Mar 2025 the fund manages assets worth ₹18,712 Crores. The expense ratio is 0.75%.

This fund generated returns of 3.82% in the last 1 year. Since its inception, it has provided an average annual return of 18.12%.

The fund's investments are mainly concentrated in sectors like Auto Components, Pharmaceuticals & Biotech, IT-Software, Industrial Products and Debt.

The top five holdings in this fund include prominent companies such as TREPS, Coforge, Ipca Labs., Max Financial and Coromandel Inter.

Fund Managers

  • Abhishek Ghosh
  • Vinit Sambre

Investment Objective

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

dsp-midcap-fund-direct-g

Frequently Asked Questions about DSP Midcap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Midcap funds carry moderate to high risk as they invest in mid-sized companies that may be volatile but offer growth potential.

  2. Should I invest in {{fund_type}}?

    Yes, if you want higher returns than large-cap funds and are comfortable with moderate risk.

  3. How long should I stay invested in {{fund_type}}?

    At least three to five years is ideal to benefit from the growth of mid-sized companies.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but holding for several years can help you maximize returns.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios can range from 1% to 2%, reflecting the cost of active management.

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