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
7.6%
-2.1% vs index
3 Years
15.2%
-1.3% vs index
5 Years
12.4%
-4.4% vs index
Since launch
17.0%

Year-by-year performance

last entry = YTD
2021
+29.6%
2022
-4.0%
2023
+39.8%
2024
+23.6%
2025
+2.7%
2026
+5.8%

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 return12.42% · 6th percentile in category
3Y return15.18% · 22nd percentile in category
Sharpe ratio0.55 · 21st percentile in category
Fund size20497.53 Cr · 81st percentile in category
Alpha-1.86 · 21st percentile in category
Volatility15.72 · 73rd percentile in category

Top holdings

top 5 = 15% of portfolio
1.Coforge Ltd4.03%
2.Cholamandalam Investment & Finance Company Ltd2.89%
3.Fortis Healthcare Ltd2.77%
4.The Federal Bank Ltd2.75%
5.Bharat Forge Ltd2.59%

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

Other Mid Cap funds