DSP Midcap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 45.41 | 17.44 | 18.29 | 15.29 |
Average Rolling Returns(%) | 20.27 | 18.96 | 16.91 | 17.31 |
The Current NAV of DSP Midcap Fund - Regular Plan - Growth is ₹129.84.
You can consider SIP in DSP Midcap Fund - Regular Plan - Growth as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.
DSP Midcap Fund - Regular Plan - Growth fund’s expense ratio is 1.70%
The process for redemption is
The AUM of DSP Midcap Fund - Regular Plan - Growth is currently ₹17,079 Crores.
The Top three stocks are Ipca Laboratories, Phoenix Mills and Supreme Industries and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 32% of fund’s portfolio respectively.
Top three sectors of DSP Midcap Fund - Regular Plan - Growth fund are BFSI, Auto and Chemicals accounting for 42% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of DSP Midcap Fund - Regular Plan - Growth Fund is Equity - Mid Cap Fund.
Vinit Sambre and Resham Jain manage the DSP Midcap Fund - Regular Plan - Growth Fund.
DSP Midcap Fund - Regular Plan - Growth current PE ratio is 50.21 and PB ratio is 7.95
The asset allocation of DSP Midcap Fund - Regular Plan - Growth is Stocks : 95.11%, Debt : 4.89% and Gold : 0%
The minimum SIP amount for DSP Midcap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for DSP Midcap Fund - Regular Plan - Growth is 1% before 12 months, Nil on or after 12 months