DSP Midcap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 -1.05 10.76 -5.09 18.74 10.74 14.70
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - 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 -5.09 18.74 10.74 1.79 14,377.92
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 9.03 25.80 13.12 1.61 34,227.07
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 7.96 27.43 15.32 1.73 21,934.98
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 -0.35 22.65 17.00 1.76 19,503.85
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 5.09 27.22 15.07 1.82 13,225.33
SBI Magnum MIDCAP FUND - REGULAR PLAN - GROWTH Mar 29, 2005 13.53 31.13 14.36 1.83 8,043.42

Fund Holdings as on 31-August-2022

  • TREPS / Reverse Repo Investments / Corporate Debt Repo

  • Supreme Industries Limited

  • Coromandel International Limited

  • Atul Limited

  • IPCA Laboratories Limited

  • Bata India Limited

  • ICICI Bank Limited

  • Cholamandalam Investment and Finance Company Limited

  • The Phoenix Mills Limited

  • Emami Limited

  • The Federal Bank Limited

  • Bharat Forge Limited

  • Tata Chemicals Limited

  • Crompton Greaves Consumer Electricals Limited

  • Sheela Foam Limited

  • Polycab India Limited

  • Jubilant Foodworks Limited

  • Container Corporation of India Limited

  • City Union Bank Limited

  • Chambal Fertilizers & Chemicals Limited

  • SBI Life Insurance Company Limited

  • Max Financial Services Limited

  • Balkrishna Industries Limited

  • Cyient Limited

  • Manappuram Finance Limited

  • Hatsun Agro Product Limited

  • Alkem Laboratories Limited

  • Voltas Limited

  • Alembic Pharmaceuticals Limited

  • JK Cement Limited

  • Eicher Motors Limited

  • Gujarat Gas Limited

  • Hindustan Aeronautics Limited

  • The Ramco Cements Limited

  • SRF Limited

  • Coforge Limited

  • Kajaria Ceramics Limited

  • Thermax Limited

  • Tube Investments of India Limited

  • Aptus Value Housing Finance India Limited

  • Dixon Technologies (India) Limited

  • Dhanuka Agritech Limited

  • Linde India Limited

  • Techno Electric & Engineering Company Limited

  • Kansai Nerolac Paints Limited

  • Timken India Limited

  • eClerx Services Limited

  • UNO Minda Limited

  • Ratnamani Metals & Tubes Limited

  • AU Small Finance Bank Limited

  • Just Dial Limited

  • Vardhman Textiles Limited

  • Zensar Technologies Limited

  • Net Receivables/Payables

  • Suprajit Engineering Limited

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Chemicals

  • Fertilizers

  • Household & Personal Products

  • Miscellaneous

  • Finance - NBFC

  • Consumer Food

  • Plastic Products

  • IT - Software

  • Cement & Construction Materials

  • Retailing

  • Construction - Real Estate

  • Forgings

  • Consumer Durables - Domestic Appliances

  • Cable

  • Logistics

  • Insurance

  • Finance - Others

  • Tyres & Allied

  • Air Conditioners

  • Automobile Two & Three Wheelers

  • Gas Transmission/Marketing

  • Airlines

  • Diversified

  • Ceramics/Marble/Granite/Sanitaryware

  • Engineering - Industrial Equipments

  • Cycles

  • Finance - Housing

  • Consumer Durables - Electronics

  • Industrial Gases & Fuels

  • Pesticides & Agrochemicals

  • Engineering - Construction

  • Auto Ancillary

  • Paints

  • Bearings

  • BPO/ITeS

  • Steel & Iron Products

  • Textile

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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 Focus Fund
  • DSP Healthcare Fund
  • DSP Midcap Fund
  • DSP Small Cap Fund
  • DSP Focus Fund
  • DSP Healthcare Fund
  • DSP Midcap Fund
  • DSP Small Cap Fund
  • Education:MBA (Finance), B.E. (Electronics)
  • Experience:13
  • Basic Details:From September 2018 to present - Assistant Vice President, Equity Investment team.From August 2016 to September 2018 - Vice President - Institutional Equity Research in Motilal Oswal Securities.From October 2013 to August 2016 - Vice President - Institutional Equity Research in IDFC securities Ltd.From May 2013 to October 2013 as Assistant Vice President - Institutional Equity Research in BNP Paribas.From April 2010 to May 2013 as Manager - Institutional Equity Research in B&K Securities.From Jan 2007 to April 2010 Manager in Edelweiss Securities.
  • Funds Managed:
  • DSP Midcap Fund
  • DSP Small Cap Fund
  • DSP Midcap Fund
  • DSP Small Cap Fund
  • Cash

  • Equity

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About DSP Midcap Fund

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 ₹14,377.92 crore. DSP Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of DSP Midcap Fund ended up ₹0.47(0.53%)yesterday to ₹88.537.

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