DSP Midcap Regular Plan Growth+4.56%

4Groww
0.13%
1 Year Return
Equity
Mid Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

DSP Midcap Regular Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.95%
NAV53.54 (20 Sep 2019)
Fund Started14 Nov 2006
Fund Size5,921 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DSP Midcap Regular Plan Growth
0.1%
6.5%
11.0%
13.5%
Category Average
-7.8%
6.3%
NA
-
Rank within category
7
6
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
    30
    with 0.1% 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. 3Y Returns are higher than the benchmark
    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. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Divi's Laboratories Ltd.HealthcareEquity3.8%
    SRF Ltd.DiversifiedEquity3.5%
    Supreme Industries Ltd.ChemicalsEquity3.4%
    City Union Bank Ltd.FinancialEquity3.4%
    HDFC Bank Ltd.FinancialEquity3.3%
    Ipca Laboratories Ltd.HealthcareEquity3.2%
    The Ramco Cements Ltd.ConstructionEquity3.2%
    Voltas Ltd.Cons DurableEquity3.1%
    Exide Industries Ltd.EngineeringEquity3.0%
    Bata India Ltd.FMCGEquity2.9%
    See All

    Fund Managers

    addVinit Sambre
    Education
    Mr. Sambre is a B.Com and FCA.
    Experience
    Prior to joining DSP he was associated with DSP Merrill Lynch Ltd.(Nov 2005 to Jun 2007), IL & FS Investsmart Ltd. (Dec 2002 to Oct 2005), Unit Trust of India Investment Advisory Services Ltd.(Jun 2000 to Dec 2002), Kisan Ratilal Choksey Shares and Securities Pvt. Ltd. (March 1999 to May 2000) and Credit Rating Information Service of India Ltd.(Apr 1998 to Feb 1999).
    Funds Managed
    addJay Kothari
    Education
    Mr. Kothari is a BMS and MBA from Mumbai University .
    Experience
    Prior to becoming the fund manager in DSPBR he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.
    Funds Managed

    Other Details

    DSP Midcap Regular Plan Growth is a Equity Mutual Fund Scheme launched by DSP BlackRock Mutual Fund. This scheme was introduced to investors on 14 Nov 2006. Vinit Sambre is the Current Fund Manager of DSP Midcap Regular Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹5,921 Cr and the Latest NAV as of 20 Sep 2019 is ₹53.54.

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

    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, which are not part of top 100 stocks by market capitalisation. From time to time, the Investment Manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. This shall be the fundamental attribute of the Scheme. The Scheme may also invest a certain portion of its corpus in debt and money market securities, in order to meet liquidity requirements from time to time.

    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 BlackRock Mutual Fund

    Address
    Mafatlal Centre, 10th Floor, Nariman Point Mumbai 400021
    Phone
    022 66578000
    Launch Date
    15 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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