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  • DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A)

Formerly DSP BlackRock Midcap Reg DP

DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A)

DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A)

EquityMid Cap

Top Ranked

25.98

NAV (Jul 28)

15%
5 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within mid cap mutual funds.However, Scripbox does not recommend investing in mid cap mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

15 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

12,869 Cr. Category leader in size

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Scheme Information

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
1.86 %
Launched (15y ago)
Nov 14, 2006
AUM in Crores
₹ 12,869
ISIN
INF740K01102
Lock-in
No Lock-in
Benchmark
IISL NIFTY Midcap 100 TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
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Jay Kothari

Fund Manager

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Resham Jain

Fund Manager

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Vinit Sambre

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

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About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 109,296 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,157 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66578000
  • mail-amc-about
    service@dspblackrock.com
  • DSP US Flexible Equity Fund (G)

    DSP US Flexible Equity Fund (G)

    US Equity

    Recommended

    Top Ranked

    ₹ 473 Cr

    Fund Size

    18.10%

    5 Year CAGR

    5 Y CAGR

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A)

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A)

    US Equity

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    Fund Size

    16.70%

    5 Year CAGR

    5 Y CAGR

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl opt (RIDCW-A)

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl opt (RIDCW-A)

    US Equity

    Top Ranked

    ₹ 473 Cr

    Fund Size

    16.70%

    5 Year CAGR

    5 Y CAGR

    DSP Savings Fund Unclaimed Dividend Beyond 3 years (G)

    DSP Savings Fund Unclaimed Dividend Beyond 3 years (G)

    Money Market

    Top Ranked

    ₹ 2,689 Cr

    Fund Size

    0.00%

    3 Year CAGR

    3 Y CAGR

    DSP Tax Saver Fund (G)

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    Tax Saving

    Top Ranked

    ₹ 8,962 Cr

    Fund Size

    15.80%

    5 Year CAGR

    5 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Invesco India Growth Opportunities Fund (Growth)

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    Equity

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    About DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) is a mid cap equity fund and has delivered an annualised return of 15.6% over a period of 15 years .The fund was previously known as DSP BlackRock Midcap Reg DP.The fund is managed by DSP Investment Managers Private Limited.The fund managers are Jay Kothari, Resham Jain, Vinit Sambre

    DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) 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. However, there is no assurance that the objective of the scheme will be realized.

    DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) NAV,AUM,Risk

    The DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund was launched on Nov 14, 2006. The NAV (Net Asset Value) of this mid cap equity as of 2021-07-28 is ₹ 25.98. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 12868.837. The category risk of the DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund is Very High Risk. The fund charges 1.86 % as expense ratio.

    DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) Holdings

    The fund’s highest allocation is towards equity and has invested 95.5% in this asset class. The top three holdings of the fund are balkrishna industries ltd,max financial services ltd and manappuram finance ltd

    DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL NIFTY Midcap 100 TR INR

    DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) Review

    DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, DSP Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) has a score of 5 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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