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DF
Dsp Midcap Fund
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹13,096 Cr
Today
+₹187 Cr +1.45%
Companies
13
As of
23 Apr 2026
Returns vs NIFTY current basket, 1 year
This portfolio -0.6% NIFTY 50 -4.4%ahead of NIFTY by 3.8 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
58%
Wtd P/E
37.8
Wtd ROE
16.2%
Holdings
13
By market cap
Large 95% Mid 5% Small 0%
Bought / added last quarter
Apollo Tyres Ltd+0.14pp
UNO Minda Ltd+0.13pp
Schaeffler India Ltd+0.06pp
Jindal Steel Ltd+0.01pp
THE PHOENIX MILLS+0.01pp
KPIT Technologies Ltd+0.00pp
Sold / trimmed last quarter
IPCA LABORATORIES-1.04pp
AU Small Finance Bank Ltd-0.31pp
Gujarat Fluorochemicals Ltd-0.17pp
Alkem Laboratories Ltd-0.15pp
APL Apollo Tubes Ltd-0.04pp
Holdings · 13
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| IPCA LABORATORIES IPCALAB · Healthcare | 5.52% | ₹2,208.3 Cr | -0.46% | ▼ -1.04pp | 33.8 | 16% |
| Coforge Ltd COFORGE · Information Technology | 3.18% | ₹1,918.2 Cr | +2.58% | ▲ +-0.87pp | 34.5 | 22% |
| Jindal Steel Ltd JINDALSTEL · Metals & Mining | 1.06% | ₹1,247 Cr | +0.09% | ▲ +0.01pp | 34.9 | 7% |
| AU Small Finance Bank Ltd AUBANK · Banking | 1.60% | ₹1,240.9 Cr | +1.78% | ▼ -0.31pp | 29.3 | 14% |
| THE PHOENIX MILLS PHOENIXLTD · Realty | 1.48% | ₹978.8 Cr | +5.08% | ▲ +0.01pp | 42.4 | 15% |
| Schaeffler India Ltd SCHAEFFLER · Automobile and Auto Components | 1.50% | ₹945.7 Cr | -0.36% | ▲ +0.06pp | 52.0 | 20% |
| Alkem Laboratories Ltd ALKEM · Healthcare | 1.45% | ₹924.5 Cr | +0.68% | ▼ -0.15pp | 27.1 | 18% |
| APL Apollo Tubes Ltd APLAPOLLO · Metals & Mining | 1.69% | ₹861.7 Cr | +0.89% | ▼ -0.04pp | 42.3 | 25% |
| UNO Minda Ltd UNOMINDA · Automobile and Auto Components | 1.25% | ₹811.1 Cr | +6.43% | ▲ +0.13pp | 50.6 | 20% |
| Gujarat Fluorochemicals Ltd FLUOROCHEM · Chemicals | 1.86% | ₹753.1 Cr | +0.82% | ▼ -0.17pp | 70.5 | 8% |
| Alembic Pharmaceuticals Ltd APLLTD · Healthcare | 4.23% | ₹613.5 Cr | -0.75% | ▼ 0.00pp | 21.6 | 12% |
| Apollo Tyres Ltd APOLLOTYRE · Automobile and Auto Components | 1.33% | ₹351.3 Cr | +4.55% | ▲ +0.14pp | 19.2 | 9% |
| KPIT Technologies Ltd KPITTECH · Information Technology | 1.16% | ₹241.7 Cr | +1.07% | ▲ +0.00pp | 32.6 | 20% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| IPCA LABORATORIES | 5.52 | 6.56 | 6.52 | 6.50 | · |
| Coforge Ltd | 4.05 | 3.81 | · | 4.13 | · |
| Jindal Steel Ltd | 1.06 | 1.05 | 1.05 | · | · |
| AU Small Finance Bank Ltd | 1.60 | 1.91 | 2.11 | 2.40 | · |
| THE PHOENIX MILLS | 1.48 | 1.47 | 1.47 | 1.25 | · |
| Schaeffler India Ltd | 1.50 | 1.44 | 1.39 | 1.38 | · |
| Alkem Laboratories Ltd | 1.45 | 1.60 | 1.56 | 1.58 | · |
| APL Apollo Tubes Ltd | 1.69 | 1.73 | 1.62 | 1.63 | 1.65 |
| UNO Minda Ltd | 1.25 | 1.12 | 1.16 | 1.26 | · |
| Gujarat Fluorochemicals Ltd | 1.86 | 2.03 | 2.05 | 2.03 | · |
| Alembic Pharmaceuticals Ltd | 4.23 | 4.23 | 4.55 | 4.66 | · |
| Apollo Tyres Ltd | 1.33 | · | · | 1.19 | · |
| KPIT Technologies Ltd | 1.16 | · | 1.16 | · | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.