DSP Midcap Regular Plan Growth+2.14%

22.48%
1 Year Return
Equity
Mid Cap
5.0star
6M
1Y
3Y
5Y
All

Fund Details

DSP Midcap Regular Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.85%
NAV69.03 (27 Nov 2020)
Fund Started14 Nov 2006
Fund Size8,407 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
22.5%
7.3%
13.2%
14.5%
Category Average
18.0%
3.3%
9.9%
-
Rank Within Category
5
3
2
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 22.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Lower expense ratio
    4. 1Y Returns are higher than the benchmark
    5. Age is more than 10 years
    6. Lower expense ratio - 1.91%
    7. 1Y Returns are higher than the category average returns
    8. 3Y Returns are higher than the category average returns
    9. 5Y Returns are higher than the category average returns
    10. 10Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Risk-adjusted returns are lower compared to the category
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark
    5. 10Y Returns are lower than the benchmark
    6. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
    7. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Ipca Laboratories Ltd.HealthcareEquity5.5%
    Infosys Ltd.TechnologyEquity3.8%
    Supreme Industries Ltd.ChemicalsEquity3.8%
    Manappuram Finance Ltd.FinancialEquity3.6%
    Balkrishna Industries Ltd.AutomobileEquity3.6%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.6%
    Coromandel International Ltd.ChemicalsEquity3.5%
    Atul Ltd.ChemicalsEquity3.4%
    The Ramco Cements Ltd.ConstructionEquity3.3%
    Divi's Laboratories Ltd.HealthcareEquity2.9%
    See All

    Fund Managers

    Vinit Sambre
    keyboard_arrow_down
    Jay Kothari
    keyboard_arrow_down

    DSP Midcap Regular Plan Growth Details

    DSP Midcap Regular Plan Growth is a Equity Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 14 Nov 2006. Vinit Sambre is the Current Fund Manager of DSP Midcap Regular Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹8,407 Cr and the Latest NAV as of 27 Nov 2020 is ₹69.03.

    The DSP Midcap Regular Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed less than 12 months

    Investment Objective

    The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed less than 12 months
    Exit Load

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    About DSP Mutual Fund

    Address
    Mafatlal Centre, 10th Floor, Nariman Point Mumbai 400021
    Phone
    022 66578000
    Launch Date
    16 Dec 1996
    DSP Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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