Aeterna Wealth

DSP Midcap Fund vs Mirae Asset Midcap Fund

Over the last 3 years, Mirae Asset Midcap Fund returned 15.8% a year against 13.8% for DSP Midcap Fund (Direct plans). Mirae Asset Midcap Fund was the more consistent: ahead of its index in 8% of rolling 3-year periods, against 0%. They hold 18 stocks in common; the portfolio overlap is 21%. Data as of 12 Nov 2026.

DSP Midcap FundMirae Asset Midcap Fund
CategoryMid CapMid Cap
Fund houseDSP Mutual FundMirae Asset Mutual Fund
BenchmarkNifty Midcap 150 TRINifty Midcap 150 TRI
Age13.9 years7.3 years
AUM on 30 Oct 2026₹18,855 cr₹18,849 cr
Direct plan
RatingCB
Expense ratio0.83%0.96%
1Y return2.0%4.0%
3Y return (a year)13.8%15.8%
5Y return (a year)10.8%13.8%
3Y vs index-1.1%+0.9%
Rating score, rank40 · #23 of 2855 · #13 of 28
Regular plan
RatingCB
Expense ratio1.73%2.01%
1Y return1.1%2.9%
3Y return (a year)12.7%14.5%
5Y return (a year)9.8%12.6%
3Y vs index-2.2%-0.3%
Rating score, rank42 · #21 of 2854 · #12 of 28
Consistency, risk and portfolio
Ahead of index, rolling 3Y periods0%8%
Deepest fall, 3Y-21.2%-22.5%
Volatility, 3Y16.4%17.1%
Max fall, 5Y-21.4%-22.5%
Down capture, 3Y98101
Stocks held6363
Top 10 holdings30%32%
Large / mid / small caps16 / 68 / 11%12 / 68 / 16%
Largest sectorAuto ComponentsPharmaceuticals & Biotechnology

Common questions

DSP Midcap Fund or Mirae Asset Midcap Fund: which is better?

On our track-record ratings (Direct plans), DSP Midcap Fund is rated C and Mirae Asset Midcap Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.

DSP Midcap Fund or Mirae Asset Midcap Fund: which has done better?

Over the last 3 years, Mirae Asset Midcap Fund returned 15.8% a year against 13.8% for DSP Midcap Fund (Direct plans).

How much do DSP Midcap Fund and Mirae Asset Midcap Fund overlap?

They hold 18 stocks in common; the portfolio overlap is 21%.

Should I hold both?

Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.

More comparisons

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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.

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