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  • DSP Midcap Fund (Growth)

Formerly DSP BlackRock Midcap Reg Gr

DSP Mutual Funds

DSP Midcap Fund (Growth)

EquityMid Cap

115.12

NAV (Dec 06)

17.6%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in mid cap mutual funds.

Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

115.12

NAV (Dec 6)

Fund Returns

Last 1Y
28%
Last 3Y
18.2%
Last 5Y
17.6%
Last 10Y
19.6%
Since Inception
15.4%
6 Month CAGR
27.1%

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.

Expense Ratio
1.72
Launched (17y ago)
Nov 14, 2006
AUM in Crores
14463.650
ISIN
INF740K01128
Lock-in
No Lock-in
Benchmark
IISL Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14
Standard Deviation (5yr)
19.1
Beta (3yr)
0.86
Beta (5yr)
0.83
Sharpe Ratio (3yr)
0.896
Sharpe Ratio (5yr)
0.661
YTM
0
Fund Managers

Jay Kothari

Fund Manager

Resham Jain

Fund Manager

Vinit Sambre

Fund Manager

Abhishek Ghosh

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Midcap Fund (Growth)70%11,40,470 4,07,85817.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2023-12-06

Top Stock Holdings

phoenix mills ltd

4.9%
4.9%

treps / reverse repo investments / corporate debt repo

4.6%
4.6%

alkem laboratories ltd

4.5%
4.5%

bharat forge ltd

4.1%
4.1%

ipca laboratories ltd

3.9%
3.9%
See all holdings

Allocation by Sector

consumer cyclical

19.3%
19.3%

industrials

19.1%
19.1%

financial services

14.1%
14.1%

basic materials

14%
14%

healthcare

10.7%
10.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 11,883 cr

₹ 11,693 cr

₹ 17,531 cr

₹ 10,182 cr

₹ 9,101 cr

About the AMC

DSP Investment Managers Private Limited

DSP Asset Managers Private Limited manages assets worth 129,029 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 48 equity,114 debt and 19 hybrid funds.amc-img
022-66578000
service@dspblackrock.com
Fund NameScripbox Opinion
Till Date CAGR

22.4%

14.9%

21.2%

14.4%

21.2%

14.4%

36.3%

17.5%

22.5%

12.4%

DSP Midcap Fund (G) Review

DSP Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 15.4% over a period of 17 years. The fund was previously known as DSP BlackRock Midcap Reg Gr. The fund is managed by DSP Asset Managers Private Limited. The fund managers are Abhishek Ghosh, Jay Kothari, Resham Jain, Vinit Sambre.

Nav of DSP Midcap Fund (G) as of 12/6/2023 is ₹115.12 with the total AUM as of 12/7/2023 is ₹14463.65. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Midcap Fund (G) was launched on Nov 14, 2006. The category risk of the fund is Very High Risk.

The minimum SIP amount for DSP Midcap Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

DSP Midcap Fund (G) 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 150 TR INR.

DSP Midcap Fund (G) is rated as a 1 fund in Equity and delivered 28% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Midcap Fund (G).

Frequently Asked Questions

What is DSP Midcap Fund (G)?

DSP Midcap Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in DSP Midcap Fund (G)?

You can invest in DSP Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of DSP Midcap Fund (G)?

The minimum sip amount for DSP Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is DSP Midcap Fund (G) good to invest in?

As per Scripbox experts, DSP Midcap Fund (G) is a Not Recommended fund. You can investDSP Midcap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the DSP Midcap Fund (G)?

The expense ratio of the DSP Midcap Fund (G) is 1.72% for regular plan.