DSP Midcap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 51.8 | 18.14 | 21.06 | 16.54 |
Average Rolling Returns(%) | 20.87 | 18.97 | 16.97 | 17.29 |
The Current NAV of DSP Midcap Fund - Growth - Direct Plan is ₹162.61.
You can consider SIP in DSP Midcap Fund - Growth - Direct Plan 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 - Growth - Direct Plan fund’s expense ratio is 0.73%
The process for redemption is
The AUM of DSP Midcap Fund - Growth - Direct Plan is currently ₹19,137 Crores.
The Top three stocks are Bharat Forge, Supreme Industries and Phoenix Mills and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 30% of fund’s portfolio respectively.
Top three sectors of DSP Midcap Fund - Growth - Direct Plan fund are Auto, BFSI 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 - Growth - Direct Plan Fund is Equity - Mid Cap Fund.
Vinit Sambre and Resham Jain manage the DSP Midcap Fund - Growth - Direct Plan Fund.
DSP Midcap Fund - Growth - Direct Plan current PE ratio is 56.68 and PB ratio is 9.40
The asset allocation of DSP Midcap Fund - Growth - Direct Plan is Stocks : 96.04%, Debt : 3.97% and Gold : 0%
The minimum SIP amount for DSP Midcap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for DSP Midcap Fund - Growth - Direct Plan is 1% before 12 months, Nil on or after 12 months