- Mutual Funds
- DSP Mutual Fund
- DSP Midcap Fund (G)
Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 153.148
NAV (Oct 15)
Fund Returns
Last 1Y | 42.9% |
Last 3Y | 16.2% |
Last 5Y | 23.4% |
Last 10Y | 17.5% |
Since Inception | 16.4% |
6 Month CAGR | 25.8% |
Scheme Information
The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies.
Expense Ratio | 1.66 |
Launched (0y ago) | 1.66 |
AUM in Crores | 20237.5 |
ISIN | INF740K01128 |
Lock-in | - |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 15.1 |
Beta | 1 |
Sharpe Ratio | 0.9 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| DSP Midcap Fund (G) | 13,36,760 | 6,04,148 | 23.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Bharat Forge Ltd.
3.5%Ipca Laboratories Ltd.
3.4%Coforge Ltd.
3.3%The Federal Bank Ltd.
3.1%Coromandel International Ltd.
3%Allocation by Sector
Capital Goods
15%Financial
14.8%Automobile
12.6%Chemicals
10.3%Technology
8.9%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
18.9% | 16.1% | ||
6.3% | 3.7% | ||
32.8% | 19% | ||
20.8% | 27.3% | ||
8.4% | 8.8% |
DSP Midcap Fund (G) Review
DSP Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 16.412% over a period of 17 years. The fund is managed by DSP Mutual Fund. The fund managers are Abhishek Ghosh, Jay Kothari, Resham Jain, Vinit Sambre.
Nav of DSP Midcap Fund (G) as of 10/15/2024 is ₹153.15 with the total AUM as of 10/16/2024 is ₹20237.4594. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Midcap Fund (G) was launched on 2006-11-14. The category risk of the fund is Above Average.
The minimum SIP amount for DSP Midcap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
DSP Midcap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Midcap 150 Total Return Index.
It is rated as a 1 fund in Equity and delivered 42.884% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Midcap Fund (G).
Frequently Asked Questions
What is DSP Midcap Fund (G)?
How to invest in DSP Midcap Fund (G)?
You can invest in DSP Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of DSP Midcap Fund (G)?
The minimum sip amount for DSP Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is DSP Midcap Fund (G) good to invest in?
As per Scripbox experts, it is a 1 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the DSP Midcap Fund (G)?
The expense ratio of the DSP Midcap Fund (G) is 1.66% for regular plan.
What is the NAV of DSP Midcap Fund (G)?
Today's DSP Midcap Fund (G) NAV is ₹153.15.