Can I invest in SIP and Lumpsum in DSP Midcap Fund - Direct (IDCW) Direct Growth?

Yes, you can invest both lumpsum and SIP in DSP Midcap Fund - Direct (IDCW). Minimum lumpsum investment DSP Midcap Fund - Direct (IDCW) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of DSP Midcap Fund - Direct (IDCW) Direct Growth?

The latest NAV (Net Asset Value) of DSP Midcap Fund - Direct (IDCW) is DSP Midcap Fund - Direct (IDCW) is ₹69.56 as on 2025-02-03.

Which are the biggest stock holdings of DSP Midcap Fund - Direct (IDCW)?

The 5 biggest stock holdings of DSP Midcap Fund - Direct (IDCW) are: Coforge (4.92%), Ipca Labs. (4.07%), Coromandel Inter (3.21%), Bharat Forge (2.99%), Supreme Inds. (2.83%)

What are the top sectors DSP Midcap Fund - Direct (IDCW) invests in?

A majority of DSP Midcap Fund - Direct (IDCW) 's AUM worth ₹19,296.7 (Cr) is invested in these 3 top sectors: Auto Components : 10.90% Industrial Products : 8.55% IT-Software : 7.70%

Mutual Funds
DSP Midcap Fund - Direct (IDCW)

DSP Midcap Fund - Direct (IDCW)

Mid Cap Fund

Invest Now

NAV
69.56(-1.13%)
Fund Size (CR)
₹19,296.7
Expense Ratio
0.77
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
17.58%

Absolute Return: -6.88%

Annualized Return: 0%

Basic Details

Scheme Manager

Vinit Sambre

Bench Mark

Nifty Midcap 150 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	27 January 2025	10167.51	1.68%	-	2.16%	84/119
1 Month	3 January 2025	9008.29	-9.92%	-	-9.73%	76/119
3 Month	31 October 2024	9256.42	-7.44%	-	-7.04%	74/119
6 Month	2 August 2024	9091.65	-9.08%	-	-7.70%	82/119
1 Year	2 February 2024	11353.61	13.54%	13.54%	14.28%	68/119
3 Year	3 February 2022	15087.31	50.87%	14.69%	18.59%	89/103
5 Year	3 February 2020	22943.19	129.43%	18.07%	23.64%	92/95
Since Inception	2 January 2013	70900.07	609.00%	17.58%	20.09%	85/119

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 March 2024	1,20,000	190692.41	58.91%	58.91%
3 Year	2 March 2022	3,60,000	701065.86	94.74%	24.88%
5 Year	3 February 2020	6,10,000	1278957.81	109.67%	15.96%
10 Year	2 March 2015	12,00,000	3090963.99	157.58%	9.92%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.43%

Standard Deviation

0.94%

Beta

0.74%

Sharpe Ratio

0.09%

Treynor's Ratio

-3.50%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Coforge	4.92%	981642	948.56	Equity	IT - Software
Ipca Labs.	4.07%	4637728	786.19	Equity	Pharmaceuticals
Coromandel Inter	3.21%	3297505	619.91	Equity	Fertilizers
Bharat Forge	2.99%	4433406	576.12	Equity	Castings, Forgings & Fastners
Supreme Inds.	2.83%	1162439	546.41	Equity	Plastic products
Power Fin.Corpn.	2.69%	11595035	520.04	Equity	Finance
Phoenix Mills	2.59%	3061940	500.32	Equity	Realty
J K Cements	2.58%	1081342	496.92	Equity	Cement
AU Small Finance	2.57%	8887244	496.89	Equity	Banks
Max Financial	2.57%	4455570	496.31	Equity	Finance

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
DSP Midcap Fund - Direct (IDCW)	19296.70	-9.92%	-7.44%	-9.08%	13.54%	14.69%
Motilal Oswal Midcap Fund-Dir (G)	26421.09	-14.71%	-5.99%	-2.26%	32.60%	29.20%
Motilal Oswal Midcap Fund-Dir (IDCW)	26421.09	-14.71%	-5.99%	-2.26%	32.60%	29.20%
Invesco India Midcap Fund - Direct (G)	6149.96	-10.25%	-3.25%	0.41%	25.26%	22.44%
Invesco India Midcap Fund - Direct (IDCW)	6149.96	-10.25%	-3.25%	0.40%	25.25%	22.42%
Edelweiss Mid Cap Fund - Direct (IDCW)	8666.49	-10.09%	-5.81%	-2.38%	21.93%	23.45%

News

DSP MF announces Income Distribution cum Capital Withdrawal (IDCW) under three schemes
DSP Mutual Fund has announced 06 February 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) option under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
DSP India T.I.G.E.R Fund:
Regular Plan ' IDCW: 2.4000
Direct Plan ' IDCW: 4.4000
DSP Global Clean Energy Fund of Fund:
Regular Plan ' IDCW: 0.6000
Direct Plan ' IDCW: 0.7000
DSP Focus Fund:
Regular Plan ' IDCW: 1.8000
Direct Plan ' IDCW: 3.4000
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DSP Mutual Fund announces IDCW & Income Distribution cum Capital Withdrawal (IDCW) under its schemes
DSP Mutual Fund has announced 30 January 2025 as the record date for declaration of IDCW under the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
DSP Nifty Smallcap250 Quality 50 Index Fund - Regular Plan ' IDCW: 0.6000
DSP Nifty 50 Equal Weight Index Fund - Regular Plan ' IDCW: 1.0000
DSP Nifty 50 Equal Weight Index Fund - Direct Plan ' IDCW: 1.1000
DSP Nifty 50 Index Fund - Regular Plan ' IDCW & Direct Plan ' IDCW: 1.0000 each.
DSP Nifty Next 50 Index Fund - Regular Plan ' IDCW & Direct Plan ' IDCW: 1.1000 each.
Nifty Midcap 150 Quality 50 Index Fund - Regular Plan ' IDCW & Direct Plan ' IDCW: 0.7000 each.
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DSP Mutual Fund announces IDCW & Income Distribution cum Capital Withdrawal (IDCW) under its scheme
DSP Mutual Fund has announced 28 January 2025 as the record date for declaration of IDCW under the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
DSP Aggressive Hybrid Fund- Regular Plan ' IDCW & Direct Plan ' IDCW: 0.200 each.
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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹19296.70

DSP Midcap Fund - Direct (IDCW) is an Mid Cap Fund-oriented fund from the renowned AMC, DSP Mutual Fund. Launched in 1 January 2013, this fund is managed by Vinit Sambre. With assets under management (AUM) worth ₹19,296.7 (Cr), as of 3 February 2025, DSP Midcap Fund - Direct (IDCW) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 17.58% since its launch.
The current NAV of DSP Midcap Fund - Direct (IDCW) is ₹69.56, as on 3 February 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in DSP Midcap Fund - Direct (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
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. The fund has generated 14.69% and 18.07% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 95.57% in Equity, 4.52% in Debt and -0.09% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 10.90% in Auto Components, 8.55% in Industrial Products, 7.70% in IT-Software, 7.63% in Pharmaceuticals & Biotech, 6.57% in Banks

FAQs

How to Invest in DSP Midcap Fund - Direct (IDCW) Direct Growth?

DSP Midcap Fund - Direct (IDCW) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 17.58% since inception. Looking to invest in DSP Midcap Fund - Direct (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in DSP Midcap Fund - Direct (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, DSP Midcap Fund - Direct (IDCW)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in DSP Midcap Fund - Direct (IDCW) today and reap the benefits of this Mid Cap Fund fund!

How much returns has DSP Midcap Fund - Direct (IDCW) Direct Growth generated?

In the short term, i.e., 1 year, DSP Midcap Fund - Direct (IDCW) has generated annualised return of 13.54%. In the long-term, the fund has generated 14.69% and 18.07% in 3 and 5 years respectively. Since its inception, the fund has generated 17.58% returns.

What is the expense ratio of DSP Midcap Fund - Direct (IDCW) Direct Growth?

The expense ratio of DSP Midcap Fund - Direct (IDCW) Direct Growth is 0.77%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of DSP Midcap Fund - Direct (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of DSP Midcap Fund - Direct (IDCW) is ₹19,296.7 (Cr) as of 2025-02-03 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from DSP Midcap Fund - Direct (IDCW) Direct Growth?

Redeeming or selling units of DSP Midcap Fund - Direct (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from DSP Midcap Fund - Direct (IDCW):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case DSP Midcap Fund - Direct (IDCW)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).