- Mutual Funds
- DSP Mutual Funds
- DSP Midcap Fund (Growth)
Formerly DSP BlackRock Midcap Reg Gr
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 Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 120.284
NAV (Apr 18)
Fund Returns
Last 1Y | 40.7% |
Last 3Y | 16.4% |
Last 5Y | 17.1% |
Last 10Y | 18.2% |
Since Inception | 15.3% |
6 Month CAGR | 13% |
Scheme Information
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 investment objective of the Scheme will be realized.
Expense Ratio | 1.7 |
Launched (18y ago) | Nov 14, 2006 |
AUM in Crores | 15968.562 |
ISIN | INF740K01128 |
Lock-in | No Lock-in |
Benchmark | Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.1 |
Standard Deviation (5yr) | 18.9 |
Beta (3yr) | 0.91 |
Beta (5yr) | 0.83 |
Sharpe Ratio (3yr) | 0.696 |
Sharpe Ratio (5yr) | 0.627 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| DSP Midcap Fund (Growth) | 11,25,341 | 3,92,729 | 17.1% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
treps / reverse repo investments / corporate debt repo
8%ipca laboratories ltd
4.5%phoenix mills ltd
4.2%alkem laboratories ltd
4%supreme industries ltd
3.4%Allocation by Sector
industrials
21.2%consumer cyclical
17.7%basic materials
13.1%financial services
11.9%healthcare
11%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
DSP Investment Managers Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.5% | 15.2% | ||
19.2% | 14.7% | ||
19.2% | 14.7% | ||
36.2% | 18.2% | ||
19.8% | 13% |
DSP Midcap Fund (G) Review
DSP Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 15.3% 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 4/18/2024 is ₹120.28 with the total AUM as of 4/19/2024 is ₹15968.562. 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 Nifty Midcap 150 TR INR.
DSP Midcap Fund (G) is rated as a 1 fund in Equity and delivered 40.7% 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)?
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 1.7% for regular plan.