DSP Midcap Fund - Regular Plan - IDCW

DSP Midcap Fund - Regular Plan - IDCW is a scheme launched by DSP Mutual Fund on November 14, 2006, and falls under the Mid Cap fund category. It currently manages an AUM of Rs 19,330.78 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.68% for managing the portfolio.

• Investing Strategy:

  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 of midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction.

• Performance:

  DSP Midcap Fund - Regular Plan - IDCW trailing returns over different times are -2.7% (1 year), 18.21% (3 year) and 18.09% (5 year). The average annual return of this fund stands at 14.44%.