DSP Midcap Fund - Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 05-11-2006
AUM:
₹ 17,079.09 Cr
Expense Ratio
1.7%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF740K01128
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
500
Fund Manager
Vinit Sambre, Jay Kothari, Resham Jain, Abhishek Ghosh
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| DSP Midcap Fund - Regular Plan - Growth | 43.26 | 17.17 | 19.36 |
| NIFTY MIDCAP 150 TRI | 54.26 | 27.7 | 26.57 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
125.582
Last change
1.04 (0.8321%)
Fund Size (AUM)
₹ 17,079.09 Cr
Performance
15.55% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities, which are not part of the top 100 stocks by market capitalisation. The Scheme invests in companies that have immense growth potential as they are operating on a smaller base.
Fund Manager
Vinit Sambre, Jay Kothari, Resham Jain, Abhishek Ghosh
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 5.04 |
| Ipca Laboratories Ltd. | 4.33 |
| The Phoenix Mills Ltd. | 4.28 |
| Supreme Industries Ltd. | 3.81 |
| Alkem Laboratories Ltd. | 3.7 |
| Bharat Forge Ltd. | 3.16 |
| The Federal Bank Ltd. | 2.89 |
| UNO Minda Ltd. | 2.55 |
| Coromandel International Ltd. | 2.52 |
| Atul Ltd. | 2.45 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 15.88 |
| Financial | 14.64 |
| Automobile | 10.97 |
| Healthcare | 10.55 |
| Chemicals | 9.08 |
| Materials | 7.24 |
| Technology | 5.28 |
| Others | 4.89 |
| Construction | 4.28 |
| Energy | 4.12 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| DSP MidCap Reg Gr | 19.36 |
| Quant MidCap Gr | 34.34 |
| JM Midcap Fund Reg Gr | 0.0 |
| ITI Mid Cap Fund Reg Gr | 0.0 |
| Mahindra Manulife Mid Cap Fund Reg Gr | 27.08 |
| HSBC Midcap Fund Reg Growth | 21.44 |
| Motilal Oswal Midcap Fund Reg Gr | 27.86 |
| Nippon India Growth Fund Gr Gr | 26.4 |
| ICICI Pru MidCap Gr | 22.77 |
| HDFC Mid-Cap Opportunities Gr | 25.38 |