DSP Midcap Fund - Regular Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Mid Cap Fund

Latest (Updated on 30th Sep 2025)

Crisil Rank
(Updated on 30th Jun 2025)

Crisil Rank
(Updated on 31st Mar 2025)

Crisil Rank
(Updated on 31st Dec 2024)

Crisil Rank
(Updated on 30th Sep 2024)

Crisil Rank

Returns (NAV as on 25th November, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	18-Nov-25	9928.30	-0.72%	-	-1.60%	11/32
1 Month	24-Oct-25	10058.40	0.58%	-	-0.07%	12/32
3 Month	25-Aug-25	10074.30	0.74%	-	1.22%	21/32
6 Month	23-May-25	10557.80	5.58%	-	5.90%	17/31
YTD	01-Jan-25	10161.40	1.61%	-	1.87%	16/30
1 Year	25-Nov-24	10301.20	3.01%	3.01%	5.37%	20/30
2 Year	24-Nov-23	13510.50	35.11%	16.19%	18.83%	25/30
3 Year	25-Nov-22	17054.30	70.54%	19.46%	21.41%	21/29
5 Year	25-Nov-20	22363.20	123.63%	17.45%	23.08%	25/25
10 Year	24-Nov-15	40786.30	307.86%	15.08%	16.31%	17/21
Since Inception	14-Nov-06	149433.00	1394.33%	15.26%	17.90%	24/32

Returns Calculator

SIP Returns (NAV as on 25th November, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	25-Nov-24	12000	12761.13	6.34 %	11.91 %
2 Year	24-Nov-23	24000	26650.6	11.04 %	10.4 %
3 Year	25-Nov-22	36000	46415.31	28.93 %	17.18 %
5 Year	25-Nov-20	60000	89939.76	49.9 %	16.18 %
10 Year	24-Nov-15	120000	273582.19	127.99 %	15.72 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	0.30%	0.58%	0.74%	5.58%	1.92%	3.01%	16.19%	19.46%	17.45%
Nifty 50	-0.29%	0.35%	3.67%	4.15%	9.47%	6.87%	14.27%	11.81%	15.01%
Benchmark: Nifty Midcap 150 TRI	0.26%	1.21%	3.42%	6.49%	5.32%	7.43%	19.56%	23.53%	25.98%
Category Average	0.25%	0.15%	1.42%	6.15%	2.12%	4.06%	18.94%	21.31%	23.51%
Category Rank	10/31	12/32	21/32	17/31	16/30	20/30	25/30	21/29	25/25
Best in Category	0.62%	2.13%	4.58%	14.43%	8.50%	12.76%	28.34%	27.31%	30.00%
Worst in Category	-0.27%	-1.77%	-2.90%	-2.89%	-9.49%	-4.10%	11.00%	12.76%	17.45%

quartely results (NAV as on 25th November, 2025)

Period

This Fund

Nifty 50

Nifty Midcap 150 TRI

Category Average

2025

0.3%

9.02%

2.09%

Q4 - 2025	1.96%	4.22%	--	2.76%
Q3 - 2025	-1.71%	-3.64%	--	-1.98%
Q2 - 2025	15.65%	10.15%	--	10.96%
Q1 - 2025	-11.20%	-2.43%	--	-2.82%

2024

21.82%

8.75%

27.2%

Q4 - 2024	-4.63%	-8.34%	--	-3.95%
Q3 - 2024	6.93%	6.91%	--	7.85%
Q2 - 2024	20.36%	7.48%	--	18.80%
Q1 - 2024	-3.02%	3.31%	--	4.92%

2023

36.53%

19.48%

34.82%

Q4 - 2023	13.21%	11.33%	--	11.96%
Q3 - 2023	12.33%	1.07%	--	10.16%
Q2 - 2023	14.43%	10.29%	--	11.17%
Q1 - 2023	-4.86%	-4.60%	--	-3.96%

2022

-4.93%

3.24%

1.07%

Q4 - 2022	-1.47%	7.76%	--	0.58%
Q3 - 2022	12.35%	8.52%	--	14.96%
Q2 - 2022	-10.51%	-10.70%	--	-9.49%
Q1 - 2022	-5.25%	-0.91%	--	0.68%

2021

26.04%

23.79%

36.15%

Q4 - 2021	-1.96%	-1.02%	--	1.75%
Q3 - 2021	7.81%	12.36%	--	11.01%
Q2 - 2021	11.19%	5.75%	--	13.27%
Q1 - 2021	6.80%	4.80%	--	12.38%

2020

23.25%

14.77%

22.56%

Q4 - 2020	14.23%	22.46%	--	18.66%
Q3 - 2020	14.71%	7.84%	--	15.42%
Q2 - 2020	23.08%	24.82%	--	20.39%
Q1 - 2020	-22.50%	-29.43%	--	-24.80%

2019

9.11%

11.53%

2.24%

Q4 - 2019	7.34%	7.12%	--	4.64%
Q3 - 2019	-1.22%	-3.30%	--	-2.55%
Q2 - 2019	-0.53%	1.68%	--	-1.60%
Q1 - 2019	4.71%	6.96%	--	3.31%

2018

-9.76%

4.09%

-12.74%

Q4 - 2018	4.84%	-1.32%	--	3.07%
Q3 - 2018	-4.30%	3.29%	--	-4.04%
Q2 - 2018	-3.62%	4.36%	--	-8.25%
Q1 - 2018	-6.14%	-2.14%	--	-7.96%

2017

39.8%

27.58%

40.67%

Q4 - 2017	11.59%	5.84%	--	12.98%
Q3 - 2017	3.11%	2.54%	--	3.35%
Q2 - 2017	3.05%	3.06%	--	4.52%
Q1 - 2017	17.89%	12.16%	--	16.48%

2016

10.17%

2.72%

3.7%

Q4 - 2016	-5.25%	-6.39%	--	-7.27%
Q3 - 2016	8.54%	3.40%	--	8.91%
Q2 - 2016	12.15%	7.45%	--	7.18%
Q1 - 2016	-5.84%	-2.82%	--	-6.94%

2015

6.68%

-4.08%

6.05%

Q4 - 2015	5.23%	-0.06%	--	2.09%
Q3 - 2015	-0.41%	-5.96%	--	-0.02%
Q2 - 2015	-0.52%	-2.54%	--	0.53%
Q1 - 2015	2.89%	2.50%	--	6.07%

2014

69.74%

31.44%

65.65%

Q4 - 2014	14.31%	4.24%	--	12.07%
Q3 -	--	4.32%	--	--
Q2 - 2014	33.81%	13.25%	--	28.63%
Q1 - 2014	6.42%	6.39%	--	7.87%

Best Quarters

Period	This Fund	Nifty 50	Nifty Midcap 150 TRI	Category Average
Q2 - 2014	33.81%	13.25%	--	28.63%
Q2 - 2020	23.08%	24.82%	--	20.39%
Q2 - 2024	21.95%	7.48%	--	18.8%

Worst Quarters

Period	This Fund	Nifty 50	Nifty Midcap 150 TRI	Category Average
Q1 - 2020	-22.50%	-29.43%	--	-24.8%
Q1 - 2025	-11.20%	-2.43%	--	-2.82%
Q1 - 2020	-22.46%	-29.43%	--	-24.8%