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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 18.7% | 20.2% | 15.6% | 17.5% | ||||
Category Average | 25.4% | 33.8% | 19.2% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
Phoenix Mills | Realty | Equity | 4.67% |
Bharat Forge | Castings, Forgings & Fastners | Equity | 4.37% |
Alkem Lab | Pharmaceuticals | Equity | 4.21% |
Coromandel Inter | Fertilizers | Equity | 3.49% |
Atul | Chemicals | Equity | 3.4% |
Emami | FMCG | Equity | 3.37% |
Ipca Labs. | Pharmaceuticals | Equity | 3.31% |
Polycab India | Cables | Equity | 3.1% |
Supreme Inds. | Plastic products | Equity | 3.05% |
J K Cements | Cement | Equity | 2.95% |
Cyient | IT - Software | Equity | 2.6% |
Alembic Pharma | Pharmaceuticals | Equity | 2.46% |
Balkrishna Inds | Tyres | Equity | 2.41% |
Coforge | IT - Software | Equity | 2.33% |
Jubilant Food. | Quick Service Restaurant | Equity | 2.29% |
Hatsun Agro | FMCG | Equity | 2.24% |
Uno Minda | Auto Ancillaries | Equity | 2.1% |
Federal Bank | Banks | Equity | 2.02% |
Kajaria Ceramics | Ceramic Products | Equity | 1.95% |
Sheela Foam | Miscellaneous | Equity | 1.66% |
Techno Elec.Engg | Infrastructure Developers & Operators | Equity | 1.57% |
Thermax | Capital Goods-Non Electrical Equipment | Equity | 1.55% |
ICICI Bank | Banks | Equity | 1.53% |
AU Small Finance | Banks | Equity | 1.48% |
Cholaman.Inv.&Fn | Finance | Equity | 1.46% |
Chambal Fert. | Fertilizers | Equity | 1.43% |
Hero Motocorp | Automobile | Equity | 1.38% |
Bata India | Leather | Equity | 1.3% |
Can Fin Homes | Finance | Equity | 1.3% |
Crompton Gr. Con | Consumer Durables | Equity | 1.29% |
Max Financial | Finance | Equity | 1.26% |
Dixon Technolog. | Consumer Durables | Equity | 1.24% |
IIFL Finance | Finance | Equity | 1.24% |
Jubilant Ingrev. | Chemicals | Equity | 1.19% |
Gujarat Gas | Miscellaneous | Equity | 1.18% |
Bharat Electron | Electronics | Equity | 1.13% |
Hind.Aeronautics | Capital Goods-Non Electrical Equipment | Equity | 1.12% |
Timken India | Bearings | Equity | 1.11% |
CG Power & Indu. | Capital Goods - Electrical Equipment | Equity | 1.08% |
Manappuram Fin. | Finance | Equity | 1.08% |
Persistent Sys | IT - Software | Equity | 1.05% |
Tata Chemicals | Chemicals | Equity | 1.01% |
Dhanuka Agritech | Agro Chemicals | Equity | 0.98% |
Page Industries | Readymade Garments/ Apparells | Equity | 0.98% |
Linde India | Chemicals | Equity | 0.88% |
Schaeffler India | Bearings | Equity | 0.85% |
eClerx Services | IT - Software | Equity | 0.84% |
Container Corpn. | Logistics | Equity | 0.8% |
Tube Investments | Auto Ancillaries | Equity | 0.77% |
Aptus Value Hou. | Finance | Equity | 0.74% |
Just Dial | E-Commerce/App based Aggregator | Equity | 0.72% |
Westlife Food | Quick Service Restaurant | Equity | 0.69% |
Ratnamani Metals | Steel | Equity | 0.57% |
Suprajit Engg. | Auto Ancillaries | Equity | 0.18% |
Sectors | Asset |
---|---|
Industrial Products | 13.6% |
Pharmaceuticals & Biotech | 10.68% |
Consumer Durables | 8.09% |
Chemicals & Petrochemical | 7.24% |
Auto Components | 6.22% |
Fertilisers & Agrochemica | 5.82% |
Finance | 5.82% |
Banks | 5.65% |
Realty | 4.63% |
Debt | 3.55% |
Personal Products | 3.07% |
Aerospace & Defense | 2.92% |
IT-Software | 2.6% |
Leisure Services | 2.59% |
Electrical Equipments | 2.52% |
Cement & Cement Products | 2.49% |
IT-Services | 2.4% |
Food Products | 1.99% |
Automobiles | 1.56% |
Construction | 1.49% |
Gas | 1.42% |
Insurance | 1.13% |
Commercial Services & Sup | 0.92% |
Transport Services | 0.85% |
Retailing | 0.75% |
Cash & Others | -0.01% |
Advance Ratio
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. |
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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
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
SBI Magnum Midcap Fund – Direct Growth- Equity .
- Mid Cap .
-
- 12,555
-
18.1%Fund Size - 12,555
-
34.3%Fund Size - 12,555
-
20.6%Fund Size - 12,555
-
Nippon India Growth Fund – Direct Growth- Equity .
- Mid Cap .
-
- 18,343
-
25.5%Fund Size - 18,343
-
33.5%Fund Size - 18,343
-
21.3%Fund Size - 18,343
-
Kotak Emerging Equity Fund – Direct Growth- Equity .
- Mid Cap .
-
- 33,091
-
18.1%Fund Size - 33,091
-
31.3%Fund Size - 33,091
-
20.6%Fund Size - 33,091
-
Tata Mid Cap Growth Fund – Direct Growth- Equity .
- Mid Cap .
-
- 2,449
-
23.1%Fund Size - 2,449
-
28.9%Fund Size - 2,449
-
19.9%Fund Size - 2,449
-
Sundaram Mid Cap Fund – Direct Growth- Equity .
- Mid Cap .
-
- 8,617
-
19.8%Fund Size - 8,617
-
28.6%Fund Size - 8,617
-
14.8%Fund Size - 8,617
AMC Contact Details
Frequently Asked Questions
How to invest in DSP Midcap Fund – Direct Growth ?
- 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 ?
How to redeem DSP Midcap Fund – Direct Growth holding ?
What is the minimum sip amount of DSP Midcap Fund – Direct Growth?
What are the top sectors DSP Midcap Fund – Direct Growth has invested in?
- Industrial Products - 13.6%
- Pharmaceuticals & Biotech - 10.68%
- Consumer Durables - 8.09%
- Chemicals & Petrochemical - 7.24%
- Auto Components - 6.22%
Can I make investments in both the SIP and Lump Sum schemes of DSP Midcap Fund – Direct Growth?
How much returns have DSP Midcap Fund – Direct Growth generated ?
What is the expense ratio of DSP Midcap Fund – Direct Growth ?
What is the AUM of DSP Midcap Fund – Direct Growth?
What are the top stock holdings of DSP Midcap Fund – Direct Growth?
- Phoenix Mills - 4.67%
- Bharat Forge - 4.37%
- Alkem Lab - 4.21%
- Coromandel Inter - 3.49%
- Atul - 3.4%
How can I redeem my investments in DSP Midcap Fund – Direct Growth?
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.