DSP Midcap Fund - Growth - Regular Plan

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  • Net Change on 31-03-2020

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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. There is no assurance that the investmentobjective of the Scheme will be realized.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
DSP Midcap Fund - Regular Plan - Growth -26.19 -24.41 -21.00 -3.83 3.95 11.59
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 -30.28 -31.57 -35.90 -12.03 -2.08 12.82
Nifty Midcap 100 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -21.00 -3.83 3.95 1.93 7,458.11
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 -32.37 -8.29 0.75 1.79 22,754.65
Franklin India Prima Fund-Growth Dec 01, 1993 -31.10 -7.76 0.26 1.88 7,475.49
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 -26.93 -5.25 0.50 2.07 7,153.80
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 -25.74 -6.06 2.46 1.88 6,848.32
L&T Mid Cap Fund-Regular Plan-Growth Aug 09, 2004 -29.44 -6.19 2.12 1.95 6,212.86

Fund Holdings as on 29-February-2020

  • TREPS / Reverse Repo Investments / Corporate Debt Repo

  • Divi's Laboratories Limited

  • IPCA Laboratories Limited

  • Jubilant Foodworks Limited

  • Supreme Industries Limited

  • Atul Limited

  • Coromandel International Limited

  • Balkrishna Industries Limited

  • Infosys Limited

  • City Union Bank Limited

  • HDFC Bank Limited

  • Exide Industries Limited

  • Voltas Limited

  • SRF Limited

  • Manappuram Finance Limited

  • Bata India Limited

  • The Ramco Cements Limited

  • Max Financial Services Limited

  • Solar Industries India Limited

  • Alkem Laboratories Limited

  • Cholamandalam Investment and Finance Company Limited

  • AIA Engineering Limited

  • The Phoenix Mills Limited

  • SBI Life Insurance Company Limited

  • PI Industries Limited

  • The Federal Bank Limited

  • Alembic Pharmaceuticals Limited

  • Cummins India Limited

  • Eicher Motors Limited

  • Emami Limited

  • Hatsun Agro Product Limited

  • Siemens Limited

  • Symphony Limited

  • Gujarat State Petronet Limited

  • Sheela Foam Limited

  • Motherson Sumi Systems Limited

  • Dr. Reddy's Laboratories Limited

  • V-Guard Industries Limited

  • Techno Electric & Engineering Company Limited

  • Finolex Cables Limited

  • Bayer Cropscience Limited

  • Vardhman Textiles Limited

  • Apollo Tyres Limited

  • Aarti Industries Limited

  • Dabur India Limited

  • Finolex Industries Limited

  • ACC Limited

  • Dhanuka Agritech Limited

  • Repco Home Finance Limited

  • Sterlite Technologies Limited

  • Bharat Forge Limited

  • Pennar Industries Limited

  • Arti Surfactants Limited^

  • Net Receivables/Payables

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • Miscellaneous

  • Chemicals

  • Consumer Food

  • Finance - NBFC

  • Plastic Products

  • Tyres & Allied

  • Household & Personal Products

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

  • Fertilizers

  • IT - Software

  • Batteries

  • Air Conditioners

  • Diversified

  • Electric Equipment

  • Retailing

  • Finance - Others

  • Engineering - Industrial Equipments

  • Construction - Real Estate

  • Insurance

  • Diesel Engines

  • Automobile Two & Three Wheelers

  • Cable

  • Consumer Durables - Domestic Appliances

  • Gas Transmission/Marketing

  • Auto Ancillary

  • Engineering - Construction

  • Textile

  • Finance - Housing

  • Forgings

  • Steel & Iron Products

  • Unspecified

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About DSP Midcap Fund

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Scheme Analysis

DSP Midcap Fund is a Equity - Mid Cap Fund fund and belongs to DSP Mutual Fund. It was launched on 14-Nov-2006 and currently has an AUM of ₹7,458.11 crore. DSP Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 100 as primary index and Nifty Midcap 100 - TRI as secondary index.

The NAV of DSP Midcap Fund ended up ₹1.08(2.48%)yesterday to ₹44.464.

Among its top 3 holdings the fund has exposure to TREPS / Reverse Repo Investments / Corporate Debt Repo, and

The DSP Midcap Fund is managed by Vinit Sambre and Jay Kothari.

Fund House Contact

Mafatlal Centre, 10th Floor, Nariman Point, Mumbai - 400 021

+91 (22) 66578000
+91 (22) 66578181

Fund Manager

  • Education:B.Com, FCA
  • Experience:14 years
  • Basic Details:Mr.Vinit Sambre has 14 Years of Experience in Mutual Fund Industry. He joined DSPBRIM in July 2007, as Portfolio Analyst for the firm's PMS division. 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. Prior to that, he has 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 (Nov'1997).
  • Funds Managed:
  • DSP Healthcare Fund
  • DSP Midcap Fund
  • DSP Small Cap Fund
  • DSP Healthcare Fund
  • DSP Midcap Fund
  • DSP Small Cap Fund
  • Cash

  • Equity

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