DSP Investment Managers Private Limited

DSP Midcap Fund - Regular Plan - Growth

EquityMid Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return20.5%
  • 3 yr return20.8%
  • 5 yr return14.9%
  • Expense Ratio1.71%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees14594.8
  • NAVRupees106.5

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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User Reviews

5

5 out of 5 stars

1 User reviews

  • A
    Akshit Girhotra 10/12/2020
    5

    One of the best funds in the midcap category. Returns have been really good along with lower volatility. Invest for at least 5-7 years for good returns.

Investment Objective

The Primary Investment Objective Is To Seek To Generate Long Term Capital Appreciation From A Portfolio That Is Substantially Constituted Of Equity And Equity Related Securities Of Midcap Companies. From Time To Time, The Fund Manager Will Also Seek Participation In Other Equity And Equity Related Securities To Achieve Optimal Portfolio Construction. There Is No Assurance That The Investmentobjective Of The Scheme Will Be Realized.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • TREPS / Reverse Repo Investments / Corporate Debt Repo 5.1
  • The Phoenix Mills Ltd 4.6
  • Bharat Forge Ltd 4.3
  • Alkem Laboratories Ltd 4.2
  • Coromandel International Ltd 3.4
  • Atul Ltd 3.4
  • Emami Ltd 3.3
  • Ipca Laboratories Ltd 3.3
  • Polycab India Ltd 3.1
  • Supreme Industries Ltd 3
  • J.K. Cement Ltd 2.9
  • Sectors %
  • Industrial Products12.2
  • Pharmaceuticals9.9
  • Automobiles7.6
  • Consumer Durables7.4
  • Chemicals6.4

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