DSP Midcap Fund - Regular Plan - IDCW

4
Mid Cap NAV 25.803 0 27 September, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 14 November, 2006
Benchmark NIFTY Midcap 100
Asset Size(Cr) 13441.1732
Turn over 22%
Min Investment ₹ 100
Min SIP Investment ₹ 500
Min Addl Investment ₹ 100
Exit Load 1% for redemption within 364 days
Expense Ratio 1.72
Fund Manager Vinit Sambre, Jay Kothari, Resham Jain, Abhishek Ghosh
Fund House DSP Blackrock Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.95% 1.58% 2.37%
1 M 4.61% 4.02% 4.58%
3 M 0.66% 1.44% 3.22%
6 M -4.12% 0.35% -1.25%
1 Y -0.37% 7.25% 5.82%
2 Y 4.79% 12.49% 13.66%
3 Y 18.62% 23.79% 29.67%
5 Y 6.77% 12.46% 11.57%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 16.82 1.18 0.23 1.1
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 3.49%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
DSP Midcap Fund - Regular Plan - IDCW -0.37% 18.62% 6.77%
HDFC Mid-Cap Opportunities Fund - Growth Plan 30.29% 35.54% 16.53%
Kotak Emerging Equity Scheme - Growth 6.13% 32.09% 13.48%
Axis Midcap Fund - Regular Plan - Growth 2.67% 23.09% 13.82%
DSP Midcap Fund - Regular Plan - Growth 0.27% 19.56% 8.38%

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