DSP Midcap Fund - Growth - Direct Plan

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  • Net Change on 27-02-2024

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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Fund Objective

An Open ended equity growth scheme, primarily seeking to generate long term capital appreciation from a portfolio substantially constituted of equity and equity related securities, which are not part of top 100 stocks by market capitalization. From time to time, the Investment Manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
DSP Midcap Fund - Direct Plan - Growth 1.94 8.20 42.98 17.85 19.92 18.25
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 - Direct Plan - Growth Dec 31, 2012 Unrated 42.98 17.85 19.92 0.74 16,556.20
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 58.99 30.54 26.49 0.78 59,027.47
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 38.29 23.86 25.24 0.38 39,027.24
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 37.78 20.19 22.47 0.52 24,533.62
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 57.19 29.26 27.11 0.86 24,365.53
SBI Magnum MIDCAP FUND - DIRECT PLAN - GROWTH Jan 01, 2013 40.51 24.91 25.37 0.84 15,957.21

Fund Holdings as on 31-January-2024

  • The Phoenix Mills Limited

  • Alkem Laboratories Limited

  • Bharat Forge Limited

  • IPCA Laboratories Limited

  • JK Cement Limited

  • Coromandel International Limited

  • Emami Limited

  • Cyient Limited

  • TREPS / Reverse Repo Investments / Corporate Debt Repo

  • Atul Limited

  • The Federal Bank Limited

  • Coforge Limited

  • Supreme Industries Limited

  • UNO Minda Limited

  • Hero MotoCorp Limited

  • Balkrishna Industries Limited

  • Techno Electric & Engineering Company Limited

  • IIFL Finance Limited

  • Hatsun Agro Product Limited

  • Alembic Pharmaceuticals Limited

  • Power Finance Corporation Limited

  • Kajaria Ceramics Limited

  • Thermax Limited

  • Schaeffler India Limited

  • Gujarat Gas Limited

  • Persistent Systems Limited

  • Hindustan Aeronautics Limited

  • Page Industries Limited

  • Can Fin Homes Limited

  • CG Power and Industrial Solutions Limited

  • Cholamandalam Investment and Finance Company Limited

  • AU Small Finance Bank Limited

  • Dhanuka Agritech Limited

  • Dixon Technologies (India) Limited

  • L&T Finance Holdings Limited

  • Bharat Electronics Limited

  • Jubilant Foodworks Limited

  • Jubilant Ingrevia Limited

  • Polycab India Limited

  • Container Corporation of India Limited

  • Sheela Foam Limited

  • Max Financial Services Limited

  • Timken India Limited

  • Bata India Limited

  • APL Apollo Tubes Limited

  • Westlife Foodworld Limited

  • Crompton Greaves Consumer Electricals Limited

  • Tata Chemicals Limited

  • KEI Industries Limited

  • Apar Industries Limited

  • eClerx Services Limited

  • Ratnamani Metals & Tubes Limited

  • Escorts Kubota Limited

  • Nippon Life India Asset Management Limited

  • Narayana Hrudayalaya Ltd.

  • Bayer Cropscience Limited

  • MphasiS Limited

  • Just Dial Limited

  • Net Receivables/Payables

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Construction - Real Estate

  • Chemicals

  • Forgings

  • Bank - Private

  • Household & Personal Products

  • Cement & Construction Materials

  • Consumer Food

  • Fertilizers

  • Engineering - Industrial Equipments

  • Finance - NBFC

  • Miscellaneous

  • Bearings

  • Plastic Products

  • Auto Ancillary

  • Automobile Two & Three Wheelers

  • Tyres & Allied

  • Electric Equipment

  • Engineering - Construction

  • Finance - Investment

  • Cable

  • Finance Term Lending

  • Ceramics/Marble/Granite/Sanitaryware

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Gas Transmission/Marketing

  • Defence

  • Textile

  • Finance - Housing

  • Consumer Durables - Electronics

  • Logistics

  • Finance - Others

  • Retailing

  • Restaurants

  • Consumer Durables - Domestic Appliances

  • BPO/ITeS

  • Automobiles-Tractors

  • Finance - Asset Management

  • Hospital & Healthcare Services

  • Business Support

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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 Midcap Fund
  • DSP Small Cap Fund
  • DSP Focus 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 31-Dec-2012 and currently has an AUM of ₹16,556.20 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 down ₹-0.24(-0.18%)yesterday to ₹130.789.

Among its top 3 holdings the fund has exposure to The Phoenix Mills Limited, 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