Rating : ★ ★ ★ ★ ★

DSP Midcap Fund Direct Plan Dividend Payout

Equity

  

Mid Cap Fund

NAV

44.083 +0.729

(as on 25 Sep, 2020)

RETURNS

5.58 %

Fund Type

Open Ended

Investment Plan

Dividend Payout

Investment Plan

1%

Benchmark

IISL NIFTY Midcap 100 TR INR

Asset Size

7883.08 Cr.

(As of 31 Aug, 2020)

Risk

Moderately High

Objective

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction.

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Fund manager

Vinit Sambre

Exit load

1 %

(If redeemed within 360 days)

Minimum sip

₹500

Minimum investment

₹500

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Ipca Laboratories Ltd

4.79%

Balkrishna Industries Ltd

3.76%

Coromandel International Ltd

3.58%

Infosys Ltd

3.52%

Sector Allocation

About the Scheme Type

Mid cap funds invest only in mid cap companies – those with a market capitalization of INR 500 – INR 10000 Crores. Mid cap funds can be highly volatile and risky; hence, isn’t recommended for first-time investors as well as investors with low risk appetite. The ideal investment horizon for mid cap funds is 5 -7 years and does offer higher returns than both multi cap and large cap funds. However, the flip side to it is that during economic turmoil and crises, mid cap funds can fall down excessively. So, be careful while picking Mid cap funds.

Ratings

This fund is rated 5 stars by Morning Star Ratings.

★ ★ ★ ★ ★

Overview of DSP Investment Managers Private Limited

DSP Mutual Fund Group is one of the oldest (152 years) and most respected financial services firms in India. The DSP Mutual Fund is one of India’s premier asset management companies, with over 20 years of track record of investment excellence, headed by Mr. Hemendra Kothari. DSP Mutual Fund commenced its stock broking business in the 1860s and the family behind the group has been very influential in the growth and professionalization of capital markets and money management business in India. The DSP Fund is intensely committed and single-mindedly focused on delivering long term investment excellence to our customers’ portfolios. Our beliefs and values are anchored across the following four key pillars:

  • Fiduciary to clients – An unwavering mindset of putting client’s interests first.
  • Passionate – Highly passionate about our work and intensely focused on performing at the highest level.
  • Innovators – Relentless in challenging the status quo and constantly out-think ourselves to deliver the best of DSP to every single client.
  • One DSP – We work towards and celebrate each other’s success, acknowledge and learn from our failures together, focus as a team on raising our game, collectively.