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  • DSP Midcap Fund (Growth)

Formerly DSP BlackRock Midcap Reg Gr

DSP Mutual Funds

DSP Midcap Fund (Growth)

EquityMid Cap

84.203

NAV (Jan 27)

7.6%
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

Satisfactory

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

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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

84.203

NAV (Jan 27)

Fund Returns

Last 1Y

-5.5%

Last 3Y

11.3%

Last 5Y

7.6%

Last 10Y

15.7%

Since Inception

14.1%

6 Month CAGR

0.4%

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

1.76

Launched (17y ago)

Nov 14, 2006

AUM in Crores

13699.315

ISIN

INF740K01128

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22.1

Standard Deviation (5yr)

19.7

Beta (3yr)

0.83

Beta (5yr)

0.82

Sharpe Ratio (3yr)

0.547

Sharpe Ratio (5yr)

0.247

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%880,709 148,0977.6%
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.

Asset allocation and Holdings

Last updated on 2023-01-27

Top Stock Holdings

supreme industries ltd

4.4%
4.4%

phoenix mills ltd

3.7%
3.7%

treps / reverse repo investments / corporate debt repo

3.7%
3.7%

atul ltd

3.6%
3.6%

the federal bank ltd

3.5%
3.5%
See all holdings

Allocation by Sector

consumer cyclical

19.6%
19.6%

industrials

19.2%
19.2%

basic materials

17.2%
17.2%

financial services

16.1%
16.1%

healthcare

9.1%
9.1%
See all sectors

Compare DSP Midcap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 114,378 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,172 debt and 21 hybrid funds.

amc-img

  • 022-66578000
  • service@dspblackrock.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.7%

    14%

    15.4%

    13.7%

    15.4%

    13.7%

    18.9%

    16%

    6.1%

    9.2%

    DSP Midcap Fund (G) Review

    DSP Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 14.1% over a period of 16 years. The fund was previously known as DSP BlackRock Midcap Reg Gr. The fund is managed by DSP Investment Managers Private Limited. The fund managers are Abhishek Ghosh, Jay Kothari, Resham Jain, Vinit Sambre.

    Nav of DSP Midcap Fund (G) as of 1/27/2023 is ₹84.20 with the total AUM as of 1/30/2023 is ₹13699.315. 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 -5.5% 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 1.76% for regular plan.