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DSP Midcap Fund - Direct Plan - Growth

DSP Mutual Fund · Equity · mandate: ≥65% in mid-caps (101st–250th by market cap) · benchmark: NIFTY Midcap 150 TRI (TRI proxy)
AUM (all plans)
19,539 cr
TER direct / regular
0.81% / 1.72%
Active return /yr (full)
-4.2%
Score
29
Rank (Score, pool)
#36 of 38
Percentile (full, pool)
3
IR vs benchmark
-0.79
CAGR (absolute)
15.5%
Max drawdown
-27.0%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

20192020202120222023202420252026-21-217Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

20132014201520162017201820192020202120222023202420252026775851,093Fund (NAV=100)Benchmark: NIFTY Midcap 150 TRICategory median (Mid)

Drawdown

20132014201520162017201820192020202120222023202420252026-27-130Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY22-10.2%-10.4%-1.9274.6%24.4%14.1%12
FY23-6.0%-5.0%-1.8693.3%2.4%-3.6%12
FY24-14.2%-8.2%-1.59126.1%56.9%42.6%12
FY255.6%1.9%1.58743.4%7.8%13.4%12
FY260.9%0.9%0.18474.1%1.9%2.8%12
FY27*-1.4%-2.9%-0.61195.4%20.8%19.4%5
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019-0.6+1.7-0.8+0.9+2.6+0.9+2.5-0.8-1.4+1.6+6.9
2020+1.1+2.1+3.2-0.7+1.4-4.7+1.6-3.3+1.6-0.2-2.5-2.6-3.2
2021-0.4-5.4-0.3-0.1+0.3-0.6+0.0-0.2-3.2-0.1-2.2-1.0-12.6
2022+1.1+0.0-2.9-0.3+0.3-0.2-1.1-1.9+0.3-0.9-1.7-0.7-7.6
2023+1.5-0.1-1.5-0.5-1.4-1.2+1.4+0.2-2.0+0.5+0.9-0.8-3.1
2024-5.4-0.3-1.1+1.4+2.0+1.0+0.7+0.7-0.3+0.8+0.9-0.5-0.4
2025-1.8-0.0+0.7-1.2-0.0+0.6+1.7+1.2-0.7-2.3-0.3-0.6-2.8
2026+0.9+1.5-0.0-2.2-1.4+1.5-0.1+0.9+1.0
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-9.6-2.0+3.2-0.4-6.4-4.8-5.1+9.1+11.8+4.1+8.1+5.7
2014-6.0+4.7+8.2+0.9+15.9+14.6-3.9+4.2+4.7+3.9+7.2+2.9+71.7
2015+3.5+0.2-0.6-3.3+2.0+1.0+8.4-5.6-2.5+2.6+2.1+0.6+8.0
2016-6.5-11.2+13.7+2.6+3.9+8.0+5.1+3.5+0.1+4.4-7.0-2.1+12.3
2017+7.6+4.0+5.6+4.8-0.6-0.9+4.0-1.7+1.1+6.5+1.0+4.0+41.0
2018-2.3-1.4-2.9+7.1-4.3-5.7+6.3+1.3-11.0-0.8+3.2+2.0-9.4
2019-4.0+1.4+7.7-1.5+1.6-0.5-6.2-0.0+6.0+3.9+0.6+1.6+10.3
2020+6.4-3.5-24.3+13.8-0.5+6.6+6.0+5.2+3.3+0.0+12.3+2.8+24.8
2021-0.3+6.4+1.7+1.4+6.7+4.2+3.3+1.9+2.8+0.2-3.5+1.9+29.6
2022-0.1-6.7+1.9+0.3-4.9-5.5+10.5+4.2-1.4+1.0+0.3-2.4-4.0
2023-0.9-1.7-2.1+4.7+4.3+5.0+7.0+4.2+1.0-3.3+10.6+6.1+39.7
2024-0.7-0.5-1.5+7.7+4.2+8.9+5.7+1.0+1.4-5.6+1.0+0.6+23.6
2025-7.9-10.5+8.3+2.7+6.3+4.7-1.1-1.5+0.7+2.4+1.4-1.1+2.7
2026-2.6+3.2-11.1+11.0+1.2+2.4+1.6+2.2+6.7

Quarterly average AUM & estimated net flows

2013201420152016201720182019202020212022202320242025202689410,32819,761AUM (quarter avg), ₹cr
-2,4521,984
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.