- Mutual Funds
- DSP Mutual Fund
- DSP Midcap Fund (G)
Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scheme Information
The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies.
Expense Ratio | 1.71 % |
Launched 18Y ago | 2006-11-14 |
AUM in Crores | 17203.6 |
ISIN | INF740K01128 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 17 |
Beta | 1 |
Sharpe Ratio | 0.4 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Bharat Forge Ltd.
3.5%Ipca Laboratories Ltd.
3.38%Coforge Ltd.
3.29%The Federal Bank Ltd.
3.05%Coromandel International Ltd.
2.96%
Allocation by Sector
Financial
13.73%Healthcare
10.97%Automobile
10.86%Chemicals
10.31%Capital Goods
10.28%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 49,131 cr | ||
₹ 16,217 cr |
DSP Midcap Fund (G) Review
DSP Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 15.11% over 18 years. The fund has grown over a period of 18 years. The fund is managed by DSP Mutual Fund. The fund managers are Abhishek Ghosh, Jay Kothari, Resham Jain, Vinit Sambre.
Nav of DSP Midcap Fund (G) as of 4/30/2025 is ₹133.97 with the total AUM as of 5/1/2025 is ₹17203.59. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Midcap Fund (G) was launched on 2006-11-14. The category risk of the fund is Very High.
The minimum SIP amount for DSP Midcap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
DSP Midcap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Midcap 150 Total Return Index.
Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 8.16% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Midcap Fund (G).