Mid Cap Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
2%
Asset Size
13699.31 Cr.
(As of 31 Dec, 2022)
Benchmark
IISL Nifty Midcap 150 TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
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.
Fund manager
Vinit Sambre
Exit load
1 %
(If redeemed within 360 days)Minimum sip
₹500
Minimum investment
₹500
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.
Supreme Industries Ltd
4.36%
Phoenix Mills Ltd
3.68%
Atul Ltd
3.56%
The Federal Bank Ltd
3.50%
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.
This fund is rated 2 stars by Morning Star Ratings.
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: