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DSP Midcap Fund

DSP Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.96

as on 31 Jan 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,039 today.

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NAV Performance

DSP Midcap Fund performance graph for last 3 years
Performance of DSP Midcap Fund for last 3 Years

Fund Information

  • ₹ 85.596

    as on 31 Jan 2023
  • Regular - Growth

  • 11 / 25

  • ₹ 500

  • ₹ 13,785 Cr.

    as on 31 Dec 2021
  • 1.79%

  • 14 Nov 2006

  • Equity - Mid Cap Fund

  • Nifty 50

  • DSP Mutual Fund

    Show All Funds
  • DSP Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

DSP Midcap Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 14 Nov 2006. This fund is offered by one of the top AMC (Assets Management Company) DSP Mutual Fund. You can also view here all other Equity funds offered by DSP Mutual Fund.

Latest NAV of the fund is ₹ 85.596 as on 31 Jan 2023.

This fund has 16 years of track record. Since 30 Nov 2021 expense ratio of this fund is 1.79%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund 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 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.

List of Fund Managers of DSP Midcap Fund

  • About Resham Jain

    Picture of Resham JainResham joined DSP Investment Managers in March 2016 as Assistant Vice President in Equity Income Team. He has over 9 years of experience. Prior to joining DSP, he worked for B&K Securities (I) Private Limited, Jaihind Projects Ltd & Arvind Ltd.
  • About Vinit Sambre

    Picture of Vinit SambreVinit Sambre has been managing the DSP Micro Cap Fund since June 2010. He is also the Fund Manager for the DSP Small and Mid Cap Fund. Vinit specializes in the small and mid cap space and has over 16 years of relevant work experience. Vinit joined DSPIM in July 2007, as Portfolio Analyst for the firm's Portfolio Management Services (PMS) division, which manages discretionary accounts and provides advisory services to institutional clients. As a research analyst, his focus was on sectors like Pharmaceuticals, Power Utilities, Chemicals, Fertilizers and Textiles. Previously, he was with DSP Merrill Lynch as a part of its Global Private Client business. He spent 20 months at DSP Merrill Lynch as Equity Strategist. Prior to DSP Merrill Lynch, he was employed with IL&FS Investsmart Limited as an Equity Analyst in their PMS division. He has also worked with UTI Investment Advisory Services as Equity Analyst for the offshore fund – India Growth Fund. Vinit is a Chartered Accountant from Institute of Chartered Accountant of India.
  • About Jay Kothari

    Picture of Jay KothariJay Kothari, Vice President & Product Strategist -Jay has been with DSP Investment Managers since May 2005, and has been with the Investment function since January 2011. Jay joined the firm as a member of the Sales team (Banking) in May 2005. Prior to joining DSPIM, Jay worked for Standard Chartered Bank for a year in the Priority Banking division. Jay completed his Bachelor of Management Studies (Finance & International Finance) from Mumbai University, followed by an MBA in Finance from Mumbai University.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -0.70% 1.24% 9.42% 26.13% 41.90% 31.50% 18.20% 18.53% 15.72% 19.60% 31.05% 25.72% 18.29%
Category Average -2.16% -3.23% 2.25% 2.17% 21.09% 19.36% 11.05% 16.35% 3.50% 7.87% 19.68% 16.94% 15.68%
DSP Midcap Fund -1.03%₹ 9,896 -3.33%₹ 9,666 0.00%₹ 9,999 -5.75%₹ 9,424 -1.23%₹ 11,919 10.05%₹ 12,116 0.54%₹ 24,137 11.96%₹ 14,039 10.32%₹ 42,045 8.44%₹ 15,000 11.50%₹ 80,127 15.93%₹ 43,884 14.18%₹ 2,51,884
Kotak Emerging Equity Fund -2.23%₹ 9,776 -2.10%₹ 9,790 2.40%₹ 10,239 3.70%₹ 10,369 4.79%₹ 12,310 22.09%₹ 14,922 9.35%₹ 26,382 19.96%₹ 17,271 21.91%₹ 49,605 12.84%₹ 18,304 19.05%₹ 96,518 18.52%₹ 54,755 18.29%₹ 3,14,250
PGIM India Midcap Opportunities Fund -2.40%₹ 9,759 -5.01%₹ 9,499 -0.81%₹ 9,918 -2.40%₹ 9,759 -0.31%₹ 11,980 24.14%₹ 15,428 7.77%₹ 25,973 29.70%₹ 21,832 25.19%₹ 51,895 16.04%₹ 21,045 23.74%₹ 1,08,147 - -
Edelweiss Mid Cap Fund -2.32%₹ 9,767 -4.35%₹ 9,564 2.13%₹ 10,213 1.96%₹ 10,195 3.26%₹ 12,212 21.55%₹ 14,791 8.11%₹ 26,062 21.29%₹ 17,851 21.51%₹ 49,332 11.10%₹ 16,928 18.55%₹ 95,348 - -
Axis Mid Cap Fund -2.51%₹ 9,748 -5.35%₹ 9,465 -2.32%₹ 9,767 -4.44%₹ 9,556 -4.16%₹ 11,727 14.98%₹ 13,229 1.77%₹ 24,444 16.02%₹ 15,621 13.16%₹ 43,821 14.23%₹ 19,453 14.98%₹ 87,353 16.97%₹ 48,000 16.15%₹ 2,80,006
Nippon India Growth Fund -1.55%₹ 9,845 -1.80%₹ 9,819 4.84%₹ 10,483 3.69%₹ 10,368 6.52%₹ 12,421 22.91%₹ 15,124 10.90%₹ 26,785 20.83%₹ 17,649 22.86%₹ 50,264 12.56%₹ 18,072 19.27%₹ 97,044 15.62%₹ 42,738 16.39%₹ 2,83,644

Portfolio Holdings

Portfolio holdings pattern of DSP Midcap Fund as on 02 Feb 2023 are listed below:

  • Equity Holdings:

    96.57%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.43%

Top Sector Holdings of DSP Midcap Fund

Name of SectorHolding PercentageHolding Values in Crore
NBFC 8.74% ₹ 1,236.32 Cr.
Banks 7.42% ₹ 1,050.28 Cr.
Pharmaceuticals 5.55% ₹ 786.00 Cr.
Chemicals - Speciality 4.84% ₹ 685.90 Cr.
Plastic products 4.73% ₹ 669.95 Cr.
Others 68.72% -

Top Stock Holdings of DSP Midcap Fund

Name of StocksHolding PercentageHolding Values in Crore
Supreme Industries Ltd. 4.73% ₹ 669.95 Cr.
Manappuram Finance Ltd. 3.45% ₹ 487.78 Cr.
Atul Ltd. 3.37% ₹ 477.71 Cr.
Ipca Laboratories Ltd. 3.35% ₹ 474.76 Cr.
SBI Life Insurance Co Ltd. 3.08% ₹ 435.61 Cr.
Others 82.02% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.41%
Net Receivables 0.02%