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).
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 153.146
NAV (Sep 30)
Last 1Y | 44.5% |
Last 3Y | 18.2% |
Last 5Y | 23.1% |
Last 10Y | 17.5% |
Since Inception | 16.5% |
6 Month CAGR | 31.7% |
The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies.
Expense Ratio | 1.66 |
Launched (0y ago) | 1.66 |
AUM in Crores | 20068.8 |
ISIN | INF740K01128 |
Lock-in | - |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 15.1 |
Beta | 1 |
Sharpe Ratio | 0.9 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
DSP Midcap Fund (G) | 13,24,832 | 5,92,220 | 23.1% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Bharat Forge Ltd.
3.5%Ipca Laboratories Ltd.
3.4%Coforge Ltd.
3.3%The Federal Bank Ltd.
3.1%Coromandel International Ltd.
3%Capital Goods
15.02%Financial
14.79%Automobile
12.62%Chemicals
10.27%Technology
8.92%Fund Name | Fund Size | |
---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
21.036% | 16.273% | ||
11.283% | 3.995% | ||
34.611% | 19.097% | ||
20.508% | 27.251% | ||
8.562% | 8.87% |
DSP Midcap Fund (G) is a Equity Equity fund and has delivered an annualised return of 16.478% over a period of 17 years. The fund is managed by DSP Mutual Fund. The fund managers are Abhishek Ghosh, Jay Kothari, Resham Jain, Vinit Sambre.
Nav of DSP Midcap Fund (G) as of 9/30/2024 is ₹153.15 with the total AUM as of 10/1/2024 is ₹20068.8365. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Midcap Fund (G) was launched on 2006-11-14. The category risk of the fund is Above Average.
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 NIFTY Midcap 150 Total Return Index.
DSP Midcap Fund (G) is rated as a 1 fund in Equity and delivered 44.496% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Midcap Fund (G).
What is DSP Midcap Fund (G)?
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 1 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 1.66% for regular plan.