DSP Midcap Fund - Regular Plan - Growth

Mid Cap NAV 115.245 0 08 December, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 November, 2006
Benchmark NIFTY Midcap 150 TRI
Asset Size(Cr) 15029.468100000002
ISIN No. INF740K01128
Turn over 22%
Min Investment ₹ 100
Min SIP Investment ₹ 500
Min Addl Investment ₹ 100
Exit Load Exit load of 1% if redeemed less than 12 months
Expense Ratio 1.72
Fund Manager Vinit Sambre, Jay Kothari, Resham Jain, Abhishek Ghosh
Fund House DSP Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.98% 1.58% 2.37%
1 M -0.53% 4.02% 4.58%
3 M 8.09% 1.44% 3.22%
6 M 24.03% 0.35% -1.25%
1 Y 20.7% 7.25% 5.82%
2 Y 5.55% 12.49% 13.66%
3 Y 19.64% 23.79% 29.67%
5 Y 16.73% 12.46% 11.57%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 14.27 1.05 -6.89 0.83
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 4.63%

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 - Growth 20.7% 19.64% 16.73%
HDFC Mid-Cap Opportunities Fund - Growth Plan 32.54% 34.46% 21.18%
Kotak Emerging Equity Scheme - Growth 21.77% 30.18% 21.65%
Axis Midcap Fund - Regular Plan - Growth 15.16% 22.6% 19.03%

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DSP Mid Cap Fund: Seizing Long Term Growth Opportunities

To provide long-term capital appreciation to investors and finances to the growing mid-cap companies, DSP Mutual Fund has bought its investment product DSP Mid Cap Fund on Nov 14, 2018. The fund aims to generate capital appreciation for the investors in the long run. The portfolio of the fund is substantially invested in the equity and equity-related securities of mid-cap companies. The fund managers also seek participation in other equity and equity-related securities to achieve optimal portfolio construction when the mid-caps are not performing well.
DSP Mid Cap Fund Growth- Regular Plan offers various benefits in which you can invest by SIP and lumpsum mode. For calculating the long-term returns from the mutual fund scheme, you can take a glance of its past performance and calculate returns with the help of SIP calculator of MySIPonline. These benefits of investing in the fund are:

  • It invests in the companies that are operating at a smaller base, and this is why they have immense growth potential.
  • The stocks of mid-cap companies, in which DSP Mid Cap invests generally trade at a discounted price as compared to large-cap companies.
  • The mid-cap space remains attractive due to presence of growth and new business opportunities in various sectors.

DSP Mid Cap Fund Growth Plan: Investment Procedure

Mr Vinit Sambre manages DSP Midcap Fund G since January 2012, and under him, the fund has performed consistently well except for the year 2017. It has a broader investment strategy, where it invests approximately 80-85% in the mid-caps, and the rest is invested in the large and small-cap companies. The fund is also investing a small percent of the corpus in the debt and money market instruments to meet the urgent requirements of liquidity in the fund.

The management team of DSP Mid Cap Growth Scheme invests in the growth-oriented quality stocks and stays invested in them for a long-term. This helps the fund to generate above-average returns for the investors. It also takes bets in the value stocks in the bull markets when quality gets fully valued. It is because when the market goes down, the relative valuation of stocks also goes down.

For investing in DSP Mid Cap Mutual Fund, investors need to be patient and wait for long to watch out the stocks delivering promising returns.

DSP Mid Cap Fund G: Past Performance

Under the helm of Mr Vinit Sambre, DSP Mid Cap Scheme has performed consistently well. In the year 2013, when mid-caps had gone into correction and benchmark has given negative returns, the fund has managed to cap the losses and stay positive. It can offer high returns in the long run, and you may expect the returns of 12-15%.

In the past ten years, the compounded annualised growth returns of DSP Mid Cap Regular Option- Growth Plan were 22.53% (as on Nov 02, 2018). It has outperformed the benchmark NIFTY Midcap 100 TRI as well as category’s average. Though, the fund is a bit riskier than its peers as its Standard Deviation is higher than the category’s average and lower than the index. However, it has generated better alpha to offer risk-adjusted returns to the investors in the past three years.

So, if you wish to invest in DSP Mid Cap Fund Growth Option- Regular Plan, you need to have a high-risk appetite and an investment horizon of 7-10 years for optimum wealth generation. You can start your SIP right away at MySIPonline if the fund is complying all your investment requirements. Here, we will try to provide you with the best investment experience and assist you across the investment process.

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