DSP Midcap Fund - Regular Plan - Growth DSP Midcap Fund - Regular Plan - Growth

DSP Midcap Fund - Regular Plan - Growth

  • Current NAV

    ₹125 0.196%

    06-05-2024
  • Annual Returns

    45.14%

  • Min. SIP ₹100

    Min. Investment ₹100

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  • Equity 92.19%
  • Others 7.81%

Market Cap

Allocation
Mid Cap 65.34
Small Cap 19.66
Large Cap 5.91
Others 1.28

Sector Allocation

Capital Goods

Financial

Automobile

Healthcare

Chemicals

Materials

Technology

Construction

Consumer Staples

Services

Energy

Consumer Discretionary

Metals & Mining

Textiles

Diversified

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
06-May-2024
Holdings PE Ratio
06-May-2024
1Y Return
Ipca Laboratories Ltd. Mid Cap Healthcare (56.57) 4.46% 60.25 90.29%
The Phoenix Mills Ltd. Mid Cap Construction (108.17) 4.22% 54.46 115.79%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 4.05% 57.92 -8.63%
Supreme Industries Ltd. Mid Cap Materials (46.98) 3.41% 62.24 89.66%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 3.37% 0 0%
Coromandel International Ltd. Mid Cap Chemicals (15.82) 2.93% 18.4 18.6%
The Federal Bank Ltd. Mid Cap Financial (18.3) 2.85% 10.29 28.25%
UNO Minda Ltd. Mid Cap Automobile (95.28) 2.78% 73.31 30.06%
Hero Motocorp Ltd. Mid Cap Automobile (39.29) 2.55% 24.92 77.01%
JK Cement Ltd. Mid Cap Materials (49.18) 2.52% 44.72 32.89%
Atul Ltd. Small Cap Chemicals (48.37) 2.51% 55.98 -8.64%
Coforge Ltd. Mid Cap Technology (31) 2.5% 33.48 7.27%
Cyient Ltd. Small Cap Technology (31) 2.3% 28.75 47.56%
Balkrishna Industries Ltd. Mid Cap Automobile (34.03) 2.26% 38.3 15.1%
Power Finance Corporation Ltd. Large Cap Financial (17.59) 2.25% 7.68 224.37%
Thermax Ltd. Mid Cap Capital Goods (63.15) 2.19% 90.79 98.77%
Polycab India Ltd. Large Cap Capital Goods (61.09) 2.09% 53.37 78.04%
Dixon Technologies (India) Ltd. Mid Cap Capital Goods (138.2) 2.08% 142.51 191.16%
CG Power and Industrial Solutions Ltd. Mid Cap Capital Goods (112.75) 2% 51.93 80.28%
Emami Ltd. Small Cap Consumer Staples (58.77) 2% 30.57 33.23%
Alembic Pharmaceuticals Ltd. Small Cap Healthcare (56.57) 1.98% 34.13 84.88%
Techno Electric & Engineering Company Ltd. Small Cap Capital Goods (19.24) 1.94% 27.37 121.03%
Hatsun Agro Product Ltd. Mid Cap Consumer Staples (64.28) 1.81% 0 22.48%
Hindustan Aeronautics Ltd. Large Cap Capital Goods (53.93) 1.57% 41.6 29.79%
Schaeffler India Ltd. Mid Cap Capital Goods (56.38) 1.5% 0 36.4%
Gujarat Gas Ltd. Mid Cap Energy (24.14) 1.49% 34.34 19.35%
Page Industries Ltd. Mid Cap Textiles (48.18) 1.4% 0 -16.3%
Max Financial Services Ltd. Mid Cap Financial (24.63) 1.28% 79.15 55.2%
Persistent Systems Ltd. Technology 1.28% 0%
AU Small Finance Bank Ltd. Mid Cap Financial (17.76) 1.27% 0 95.96%
Jubilant Ingrevia Ltd. Small Cap Chemicals (20.46) 1.27% 41.31 24.62%
Can Fin Homes Ltd. Small Cap Financial (9.1) 1.22% 0 18.02%
IIFL Finance Ltd. Mid Cap Financial (29.51) 1.2% 9.09 -14.21%
Oil India Ltd. Mid Cap Energy (9.52) 1.19% 11.56 150.05%
Dhanuka Agritech Ltd. Small Cap Chemicals (34.76) 1.18% 26.04 113.2%
Kajaria Ceramics Ltd. Small Cap Materials (51.14) 1.15% 43.74 1.75%
Container Corporation Of India Ltd. Mid Cap Services (37.8) 1.15% 51.29 65.15%
Jubilant FoodWorks Ltd. Mid Cap Services (63.35) 1.12% 141.6 1.71%
APL Apollo Tubes Ltd. Mid Cap Metals & Mining (42.74) 0.98% 56.8 31.38%
Bata India Ltd. Small Cap Consumer Discretionary (74.72) 0.97% 64.55 -10.08%
L&T Finance Holdings Ltd. Mid Cap Financial (29.51) 0.96% 17.52 72.33%
Kei Industries Ltd. Mid Cap Capital Goods (61.09) 0.95% 59.3 96.43%
Tata Chemicals Ltd. Mid Cap Chemicals (12.93) 0.94% 102.77 12.68%
Westlife Foodworld Ltd. Small Cap Services (63.35) 0.93% 148.77 9.68%
Timken India Ltd. Mid Cap Capital Goods (56.38) 0.92% 0 11.96%
Nippon Life India Asset Management Ltd. Mid Cap Financial (33.83) 0.88% 38.27 148.81%
Apar Industries Ltd. Small Cap Diversified (58.95) 0.87% 37.14 161.46%
Sheela Foam Ltd. Small Cap Consumer Discretionary (23.54) 0.78% 0 28.01%
Escorts Kubota Ltd. Mid Cap Automobile (68.34) 0.66% 37.84 67.81%
Mphasis Ltd. Mid Cap Technology (19.56) 0.65% 0 0%
Narayana Hrudayalaya Ltd. Mid Cap Healthcare (88.95) 0.52% 33.62 66.73%
Ratnamani Metals & Tubes Ltd. Small Cap Metals & Mining (42.74) 0.49% 35.08 42.11%
Bayer CropScience Ltd. Mid Cap Chemicals (34.6) 0.3% 30.9 31.77%
eClerx Services Ltd. Small Cap Services (39.79) 0.07% 22.5 69.62%

Market Cap

Allocation
Others 7.81

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 8.02% 0%
Others Others -0.21% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for DSP Midcap Fund?

The top holdings of this fund are Ipca Laboratories Ltd., The Phoenix Mills Ltd., Alkem Laboratories Ltd., Supreme Industries Ltd., Bharat Forge Ltd.

Top 5 Sector for DSP Midcap Fund?

The major sectors of this fund are Capital Goods, Financial, Automobile, Healthcare, Chemicals.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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