FundLens
33
Mid CapAvoid

DSP Midcap

DSP · Direct–Growth · rank #25 of 34 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
3.3%
-1.7% vs index
3 Years
14.2%
-1.0% vs index
5 Years
11.6%
-4.2% vs index
Since launch
16.8%

Year-by-year performance

last entry = YTD
2021
+29.6%
2022
-4.0%
2023
+39.8%
2024
+23.6%
2025
+2.7%
2026
+4.2%

Why this score

DSP Midcap scores 33/100 — #25 of 34 Mid Cap fund (Avoid). It stands out for fund size and volatility — beating 81% of peers on fund size. The main drag is its 5y return (better than only 6% of peers).

Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.

5Y return11.62% · 6th percentile in category
3Y return14.20% · 22nd percentile in category
Sharpe ratio0.49 · 21st percentile in category
Fund size21018.54 Cr · 81st percentile in category
Alpha-1.87 · 21st percentile in category
Volatility15.71 · 69th percentile in category

Top holdings

top 5 = 15.8% of portfolio
1.Coforge Ltd4.48%
2.Multi Commodity Exchange Of India Ltd3.16%
3.Fortis Healthcare Ltd2.79%
4.Ipca Laboratories Ltd2.7%
5.The Federal Bank Ltd2.66%

64 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Mid Cap funds