DSP Medium Term Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

DSP Medium Term Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹250 Cr

Lock In Period

N/A

Expense Ratio

0.78

Exit Load

Nil

Benchmark

CRISIL Medium Duration Debt A-III Index

DSP Medium Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.83-1.36297.89
6M2.082.33316.34
1Y3.283.37339.71
3Y6.6813.9537.02

Portfolio Analysis

  • Equity:
  • Debt: 99.54%
  • Others
As on: 2026-09-15
View allocation % by

1. 7.13% Haryana SDL 0501203213.96%
2. 7.72% Maharashtra SDL 0103203110.18%
3. 7.30% Karnataka SDL 0902203210.00%
4. 6.83% Maharashtra SDL 230620319.96%
5. 7.17% Gujarat SDL 040220329.95%

1. 6.36% GOI 1602203113.87%
2. 7.73% Maharashtra SDL 2903203210.47%
3. 7.32% GOI 131120302.09%
4. TREPS / Reverse Repo Investments1.48%
5. Net Receivables/Payables0.02%

1. Indian Bank9.75%
2. Bank of Baroda7.81%
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About Fund DSP Medium Term Fund Growth

DSP Medium Term Fund Growth managed by DSP Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹250 Crore. The fund benchmarks its performance against the CRISIL Medium Duration Debt A-III Index while maintaining an expense ratio of 0.78. Under the expert guidance of Vivek Ramakrishnan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Vivek Ramakrishnan

Mr. Vivek Ramakrishnan is a B.Tech from IIT Madras, MS and PHD from University of Southern California. Prior to joining DSP Investment Managers. He has worked with ICICI Prudential Mutual Fund, Standard Chartered Bank, Vikram Ispat as Marketing Executive and with CRISIL as manager-rating.

Peer Comparison

Fund Name1Y3Y
This FundEdelweiss Bharat Bond ETF - April 2023 Growth5.498520.3733
This FundTata Medium Term Fund - Growth1.639220.5837
This FundDSP Medium Term Fund Growth3.282721.4129
This FundAditya Birla Sun Life Medium Term Fund Growth7.291132.4552
This FundAditya Birla Sun Life Medium Term Fund - Institutional Plan Growth10.566337.0187

DSP Medium Term Fund Growth FAQs

DSP Medium Term Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of DSP Medium Term Fund Growth is 0.78. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

DSP Medium Term Fund Growth’s fund performance is as follows:
  • 1 Month : -0.83%
  • 6 Months : 2.08%
  • 1 Year : 3.28%
  • 3 Years : 6.68%
Returns of DSP Medium Term Fund Growth are updated daily based on NAV of ₹ 86.1372 as on Oct 09,2026. Since inception, the return has been 21.41%.

You can invest in DSP Medium Term Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of DSP Medium Term Fund Growth is ₹250 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in DSP Medium Term Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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