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  • DSP Midcap Fund (G)
DSP Mutual Funds

DSP Midcap Fund (G)

EquityMid Cap

153.146

NAV (Sep 30)

23.101%
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 ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

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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

153.146

NAV (Sep 30)

Fund Returns

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%

Scheme Information

Investment Objective

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
-
Fund Managers

Abhishek Ghosh

Fund Manager

Jay Kothari

Fund Manager

Resham Jain

Fund Manager

Vinit Sambre

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Midcap Fund (G)70%13,24,832 5,92,22023.1%
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 2023-12-21

Top Stock Holdings

Bharat Forge Ltd.

3.5%
3.5%

Ipca Laboratories Ltd.

3.4%
3.38%

Coforge Ltd.

3.3%
3.29%

The Federal Bank Ltd.

3.1%
3.05%

Coromandel International Ltd.

3%
2.96%
See all holdings

Allocation by Sector

Capital Goods

15.02%
15.02%

Financial

14.79%
14.79%

Automobile

12.62%
12.62%

Chemicals

10.27%
10.27%

Technology

8.92%
8.92%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

DSP Mutual Fund

amc-img
phone-img1800-208-4499 / 1800-200-4499
Fund NameScripbox 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) Review

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).

Frequently Asked Questions

What is DSP Midcap Fund (G)?

DSP Midcap Fund (G) is a Equity 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 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.