Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.70 | 54.86 | 2.32 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.28 | 59.31 | 2.36 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
Nifty Midcap 150 - TRI |
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
DSP Midcap Fund(IDCW-Reinv) | 34.84% | 7.26% | 14.66% |
HDFC Mid-Cap Opportunities Fund(IDCW) | 38.47% | 18.72% | 14.67% |
Kotak Emerging Equity Fund(IDCW-Payout) | 50.67% | 24.12% | 18.09% |
Nippon India Growth Fund(IDCW) | 46.03% | 20.33% | 11.86% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
3.45 %
Holdings
3.23 %
Holdings
3.20 %
DSP Investment Managers is an independent Indian AMC started in 1996. The DSP group (which owns the AMC) is a 150+ year old financial company which started stock broking as early as the 1860s. Since its inception, the fund house has grown to become one of India's premier AMCs with a track record of over 20 years.
No.of Schemes
56
Total AUM
₹ 1,78,524.82 Cr.
Vinit Sambre
AUM: ₹39,308.04 Cr.
|
Exp: 14yrs
Abhishek Ghosh
AUM: ₹20,068.84 Cr.
|
Exp: 13yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Exclusive interview with Resham Jain, Fund Manager, DSP Mutual Fund
9 months ago•Value Research
AXIS MIDCAP FUND VS PGIM INDIA MIDCAP OPP. FUND VS DSP MIDCAP FUND VS INVESCO INDIA MIDCAP FUND
3 years ago•Banking Mastery
B Wealthy Help LIVE: Ep 16: What is COVERED BOND? Impact of AUM Size on Fund's Performance
3 years ago•B Wealthy
B Wealthy Help LIVE Episode 13: Should you invest in the Edelweiss Recently Listed IPO Fund?
3 years ago•B Wealthy
Top 3 Midcap Funds for 2021 | DSP Midcap | Edelweiss Midcap | Nippon India Growth | टॉप मिडकैप फंड्स
3 years ago•ZFunds
Top 3 Best Mid Cap Fund For 2021 | High Return & Low Risk Mid Cap Funds !
3 years ago•Banking Mastery
DSP Mid Cap Fund 2020 | Review in Hindi | DSP मिडकैप फण्ड
3 years ago•ZFunds
Rs.100 SIP For 2020 ! Best Mutual Funds For College Students !
4 years ago•Banking Mastery
Axis Mid Cap Fund Vs DSP Mid Cap Fund Vs Invesco India Mid Cap Fund Vs L&T Mid Cap Fund
4 years ago•Banking Mastery
DSP Midcap SIP Performance Review
4 years ago•freefincal - Prudent DIY Investing
Returns
Other Funds in the same category are generating better returns