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DSP Midcap Fund

DSP Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

25.80

as on 14 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,947 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

  • ₹ 97.166

    as on 14 Oct 2021
  • Regular - Growth

  • 1 / 25

  • ₹ 500

  • ₹ 12,869 Cr.

    as on 14 Oct 2021
  • 1.86%

    since 31 May 2021
  • 14 Nov 2006

  • Equity - Mid Cap Fund

  • Nifty Midcap 100 TRI

  • 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 ₹ 97.166 as on 14 Oct 2021.

This fund has 14 years of track record. Since 31 May 2021 expense ratio of this fund is 1.86%. Ideally you shoulds compare this fund with the benchmark Nifty Midcap 100 TRI.

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 8.99% 21.63% 46.40% 96.13% 62.52% 37.79% 21.78% 22.12% 90.20% 80.53% 57.24% 33.31% 23.05%
Category Average 6.06% 15.04% 35.53% 79.43% 40.79% 26.58% 16.90% 19.12% 72.53% 58.81% 40.82% 24.66% 20.38%
DSP Midcap Fund 3.89%₹ 10,388 10.95%₹ 11,094 27.77%₹ 12,776 58.01%₹ 15,800 52.96%₹ 15,205 35.11%₹ 18,270 46.67%₹ 36,633 25.80%₹ 19,947 34.97%₹ 59,106 16.48%₹ 21,453 22.32%₹ 1,04,431 19.20%₹ 57,971 20.72%₹ 3,58,099
Axis Mid Cap Fund 5.60%₹ 10,559 17.91%₹ 11,791 36.64%₹ 13,664 71.99%₹ 17,199 70.34%₹ 16,183 39.00%₹ 19,339 55.11%₹ 39,125 30.16%₹ 22,101 41.38%₹ 64,198 21.78%₹ 26,793 28.79%₹ 1,21,912 22.12%₹ 73,864 23.05%₹ 4,06,271
Invesco India Midcap Fund 6.89%₹ 10,688 13.44%₹ 11,343 35.09%₹ 13,508 70.87%₹ 17,086 66.81%₹ 15,986 39.20%₹ 19,393 54.35%₹ 38,897 26.13%₹ 20,103 39.05%₹ 62,318 18.39%₹ 23,266 25.18%₹ 1,11,866 20.54%₹ 64,878 21.59%₹ 3,75,435
Kotak Emerging Equity Fund 4.54%₹ 10,453 12.60%₹ 11,260 30.22%₹ 13,022 81.29%₹ 18,128 68.69%₹ 16,091 41.33%₹ 19,993 58.64%₹ 40,186 28.90%₹ 21,459 41.72%₹ 64,479 18.28%₹ 23,165 25.76%₹ 1,13,429 21.47%₹ 70,054 22.75%₹ 3,99,667
PGIM India Midcap Opportunities Fund 5.14%₹ 10,513 19.34%₹ 11,933 43.29%₹ 14,328 96.13%₹ 19,613 90.20%₹ 17,265 62.52%₹ 26,449 80.53%₹ 47,006 37.79%₹ 26,231 57.24%₹ 78,027 20.81%₹ 25,747 33.31%₹ 1,35,622 - -
Edelweiss Mid Cap Fund 6.55%₹ 10,655 13.70%₹ 11,369 36.69%₹ 13,669 88.01%₹ 18,800 76.74%₹ 16,535 43.89%₹ 20,726 63.78%₹ 41,750 29.21%₹ 21,617 44.60%₹ 66,859 - - - -

Portfolio Holdings

Portfolio holdings pattern of DSP Midcap Fund as on 18 Oct 2021 are listed below:

  • Equity Holdings:

    95.52%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.48%

Top Sector Holdings of DSP Midcap Fund

Name of SectorHolding PercentageHolding Values in Crore
NBFC 10.31% ₹ 1,325.60 Cr.
Banks 7.74% ₹ 996.01 Cr.
Computers - Software 6.70% ₹ 863.42 Cr.
Pharmaceuticals 5.48% ₹ 704.37 Cr.
Chemicals - Speciality 5.34% ₹ 687.82 Cr.
Others 64.43% -

Top Stock Holdings of DSP Midcap Fund

Name of StocksHolding PercentageHolding Values in Crore
Balkrishna Industries Ltd. 3.91% ₹ 502.72 Cr.
Max Financial Services Ltd. 3.82% ₹ 491.09 Cr.
Manappuram Finance Ltd. 3.61% ₹ 464.48 Cr.
Supreme Industries Ltd. 3.55% ₹ 457.26 Cr.
Atul Ltd. 3.54% ₹ 455.85 Cr.
Others 81.57% -

Other Holdings

Holding TypeHolding Percentage
TREPS 4.72%
Net Receivables -0.24%