DSP Midcap Fund – Direct Growth

Equity · Mid Cap
 · ★★
100
Min SIP
100
Min Lumpsum
0.74 %
Expense Ratio
★★
Rating
16,556
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 23 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 43.7% 18.2% 20.2% 18.1%
Category Average 59.8% 28.7% 26.1% -

Scheme Allocation

By Holding
By Sector
By Asset
4.73%
4.33%
3.9%
3.55%
Others
78.65%
View all Holdings
Holdings Sector Instrument Asset
Phoenix Mills Realty Equity 4.84%
Alkem Lab Pharmaceuticals Equity 4.73%
Bharat Forge Castings, Forgings & Fastners Equity 4.33%
Ipca Labs. Pharmaceuticals Equity 3.9%
J K Cements Cement Equity 3.55%
Coromandel Inter Fertilizers Equity 3.21%
Emami FMCG Equity 2.92%
Cyient IT - Software Equity 2.77%
Atul Chemicals Equity 2.71%
Federal Bank Banks Equity 2.7%
Coforge IT - Software Equity 2.64%
Supreme Inds. Plastic products Equity 2.53%
Uno Minda Auto Ancillaries Equity 2.42%
Hero Motocorp Automobile Equity 2.41%
Balkrishna Inds Tyres Equity 2.31%
Techno Elec.Engg Infrastructure Developers & Operators Equity 2.14%
IIFL Finance Finance Equity 2.12%
Hatsun Agro FMCG Equity 1.97%
Alembic Pharma Pharmaceuticals Equity 1.97%
Power Fin.Corpn. Finance Equity 1.88%
Kajaria Ceramics Ceramic Products Equity 1.71%
Thermax Capital Goods-Non Electrical Equipment Equity 1.6%
Schaeffler India Bearings Equity 1.56%
Gujarat Gas Gas Distribution Equity 1.54%
Persistent Sys IT - Software Equity 1.48%
Hind.Aeronautics Aerospace & Defence Equity 1.46%
Page Industries Readymade Garments/ Apparells Equity 1.46%
Can Fin Homes Finance Equity 1.43%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 1.41%
Cholaman.Inv.&Fn Finance Equity 1.4%
AU Small Finance Banks Equity 1.38%
Dhanuka Agritech Agro Chemicals Equity 1.36%
Dixon Technolog. Consumer Durables Equity 1.36%
L&T Fin.Holdings Finance Equity 1.34%
Bharat Electron Aerospace & Defence Equity 1.27%
Jubilant Food. Quick Service Restaurant Equity 1.25%
Jubilant Ingrev. Chemicals Equity 1.18%
Polycab India Cables Equity 1.18%
Container Corpn. Logistics Equity 1.11%
Sheela Foam Miscellaneous Equity 1.09%
Max Financial Finance Equity 1.09%
Timken India Bearings Equity 1.05%
Bata India Leather Equity 1.04%
APL Apollo Tubes Steel Equity 0.95%
Westlife Food Quick Service Restaurant Equity 0.93%
Crompton Gr. Con Consumer Durables Equity 0.86%
Tata Chemicals Chemicals Equity 0.86%
KEI Industries Cables Equity 0.84%
Apar Inds. Capital Goods - Electrical Equipment Equity 0.76%
eClerx Services IT - Software Equity 0.75%
Ratnamani Metals Steel Equity 0.61%
Escorts Kubota Automobile Equity 0.49%
Nippon Life Ind. Finance Equity 0.43%
Narayana Hrudaya Healthcare Equity 0.35%
Bayer Crop Sci. Agro Chemicals Equity 0.3%
Mphasis IT - Software Equity 0.25%
Just Dial E-Commerce/App based Aggregator Equity 0.19%
Industrial Products
11.49%
Pharmaceuticals & Biotech
10.6%
Finance
8.17%
Auto Components
6.29%
Consumer Durables
6.06%
Others
57.39%
View all Sectors
Sectors Asset
Industrial Products 11.49%
Pharmaceuticals & Biotech 10.6%
Finance 8.17%
Auto Components 6.29%
Consumer Durables 6.06%
Fertilisers & Agrochemica 4.87%
Realty 4.84%
Chemicals & Petrochemical 4.75%
IT-Software 4.37%
Banks 4.08%
Electrical Equipments 3.77%
Cement & Cement Products 3.55%
Personal Products 2.92%
IT-Services 2.77%
Aerospace & Defense 2.73%
Debt 2.73%
Automobiles 2.41%
Leisure Services 2.18%
Construction 2.14%
Food Products 1.97%
Gas 1.54%
Textiles & Apparels 1.46%
Transport Services 1.11%
Insurance 1.09%
Commercial Services & Sup 0.75%
Agricultural, Commercial 0.49%
Capital Markets 0.43%
Healthcare Services 0.35%
Retailing 0.19%
Cash & Others -0.1%
Equity
97.37%
Reverse Repos
2.73%
Net Curr Ass/Net Receivables
-0.1%

Advance Ratio

-6.85
Alpha
4.12
SD
0.85
Beta
0.88
Sharpe

Exit Load

Exit Load 1.00% - If redeemed/switched out within 12 months from the date of allotment. Nil - If redeemed/switched out after 12 months from the date of allotment.

Fund Objective

DSP Midcap Fund, an open-ended Mid Cap Equity Scheme from DSP Mutual Fund House, was introduced on November 14, 2006. Vinit Sambre, Jay Kothari, Resham Jain, and Abhishek Ghosh are the administrators of this fund.

The top four stock holdings of DSP Midcap Fund are Supreme Industries Ltd., The Phoenix Mills Ltd., Atul Ltd., and Federal Bank Ltd. The majority of the fund’s investments are concentrated in the financial, technology, healthcare, automotive, materials, construction, metal & mining, consumer discretionary, and chemicals sectors.

The main goal of an investment is to produce long-term capital growth through a strategy that is predominantly composed of midcap company shares and equity-related instruments.

Pros & Cons

Pros Cons
Higher assets under management compared to others in the same category.

 

Inconsistent in generating returns.
Exceeds fixed deposit returns over a 3-year and 5-year period. Inconsistent in outperforming the benchmark.
Ranks in the top 25% of its category for 3-year returns. Increased likelihood of negative outcomes or potential losses.
Inadequate history of swiftly recovering losses.

How to Invest in DSP Midcap Fund

Investing in the DSP Midcap Fund through 5paisa is a straightforward and convenient process. It is simple to operate, can be completed quickly, and does not involve any cumbersome paperwork.

You can invest in any DSP Mutual Fund scheme using the 5paisa platform, either the website or the mobile app. To start investing, you must register yourself on the 5paisa platform and start investing in mutual fund investments immediately. To open an account with 5paisa, you must upload your information and have your KYC documents handy. The complete process can be done online, making it simple and hassle-free.

Once you have opened an account with 5paisa, below are the steps to follow:

Step 1 – Login to 5paisa. If you do not have an account, you can register and create a new one right away.

Step 2 – Once logged in to your account, you can search for the preferred DSP Mutual fund scheme. Alternatively, you can view All Mutual Funds and choose DSP AMC from the filter.

Step 3 – Select the Best fund according to your criteria.

Step 4 – If you wish to invest a lumpsum amount, click on “One-Time”. Alternatively, you can start an SIP by clicking on “Start SIP”.

Step 5 – Once you have made the payment, you will see the investment status in your orderbook.

Your DSP Mutual Fund Investment with 5paisa is complete and you can enjoy the returns!

Download 5paisa App and start investing in Mutual Funds in easily.

What is the Expense Ratio of DSP Midcap Fund

The expense ratio is a measure of the fee charged by the Asset Management Company (AMC) to manage your investment in a mutual fund. It is expressed as a percentage of the fund’s assets and represents the cost of running the fund per unit. The expense ratio of the DSP Midcap Fund is 0.75% as of January 30, 2023.

Who Should Invest in DSP Midcap Fund

You are suitable for investing in this category of funds if you:

● Have experience as an investor with a well-established core portfolio.
● Intend to allocate 10-15% of your overall portfolio to high-risk, high-reward opportunities.
● Are aware of the high level of risk involved in these types of funds.
● Have the patience and mental fortitude to remain invested for a long-term horizon of at least ten years.
● View market downturns as opportunities to make additional investments.

What are the Benefits of Investing in DSP Midcap Fund

Here are the benefits you will receive while investing in DSP Midcap Fund:

1. Inexpensive Investment

Investing in the DSP Midcap Fund does not require a large amount of money. You can start with a minimum investment of Rs.500.

2. Long-Term Capital Gains

DSP Midcap Fund has delivered strong risk-adjusted returns in the past, outperforming its benchmark and peers in its category.

3. Diverse Investment Portfolio

The fund’s portfolio is diversified across different market capitalizations and sectors, reducing concentration risk and providing a well-rounded investment opportunity.

4. Less Market Risk

The DSP Midcap Fund has been a top performer on a 1-year and 5-year rolling return basis and outperformed many of its peers on a 2-year and 3-year rolling return basis. In terms of risk and return, the fund has demonstrated lower volatility than both the benchmark and category average. Its risk-adjusted returns have been better than the benchmark but comparable to the category average.

Fund Managers

Vinit Sambre

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

DSP Mutual Fund
AUM:
1,36,061 Cr
Address:
Mafatlal Centre, 10th Floor, Nariman Point, Mumbai 400 021.
Contact:
022-66578000
Email ID:
service@dspim.com

More Funds from DSP Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
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Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in DSP Midcap Fund – Direct Growth ?

You can invest in DSP Midcap Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for DSP Midcap Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of DSP Midcap Fund – Direct Growth ?

The NAV of DSP Midcap Fund – Direct Growth is ₹131.5 as of 23 February 2024.

How to redeem DSP Midcap Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of DSP Midcap Fund – Direct Growth?

The minimum SIP amount of DSP Midcap Fund – Direct Growth is ₹100

What are the top sectors DSP Midcap Fund – Direct Growth has invested in?

The top sectors DSP Midcap Fund – Direct Growth has invested in are
  1. Industrial Products - 11.49%
  2. Pharmaceuticals & Biotech - 10.6%
  3. Finance - 8.17%
  4. Auto Components - 6.29%
  5. Consumer Durables - 6.06%

Can I make investments in both the SIP and Lump Sum schemes of DSP Midcap Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of DSP Midcap Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have DSP Midcap Fund – Direct Growth generated ?

The DSP Midcap Fund – Direct Growth has delivered 18.1% since inception

What is the expense ratio of DSP Midcap Fund – Direct Growth ?

The expense ratio of DSP Midcap Fund – Direct Growth is 0.74 % as of 23 February 2024.

What is the AUM of DSP Midcap Fund – Direct Growth?

The AUM of DSP Midcap Fund – Direct Growth is ₹1,36,061 Cr as of 23 February 2024

What are the top stock holdings of DSP Midcap Fund – Direct Growth?

The top stock holdings of DSP Midcap Fund – Direct Growth are
  1. Phoenix Mills - 4.84%
  2. Alkem Lab - 4.73%
  3. Bharat Forge - 4.33%
  4. Ipca Labs. - 3.9%
  5. J K Cements - 3.55%

How can I redeem my investments in DSP Midcap Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select DSP Midcap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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