Mutual Fund- 

DSP Mid Cap Fund

By Rajendra

Apr 27, 2023

image credit -Unsplash

Scheme Analysis

Thick Brush Stroke

DSP Mid Cap Fund

Category 

Mid Cap

Inception

Nov 14, 2006

Benchmark

Nifty Midcap 150

Scribbled Arrow

AUM  - 12,916 Cr

Fund Manager

Vinit Sambre

1. This fund invests in mid-sized companies that have the potential to become really big.

Portfolio Construct 

Top 5 Holding

Alkem Lab

Supreme Inds

Phoenix Mill

Federal Bank

Atul Ltd

4.07

3.95

3.77

3.53

3.52

Total :-  18.84

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

10.10%

71.20%

DSP MidCap Fund

Small Cap

18.80%

Mid-sized companies like these can offer more growth potential than larger companies

Industrial Product

Pharma

Bank

Top 5 Sector

12.01

9.34

8.04

8.02

7.69

Chemical

Consumer Durable

– Have the patience & mental resilience to remain invested for a decade or more.

Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

Scribbled Arrow

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

11,550

39,768

76,413

Returns

-6.82%

6.55%

9.59%

Monthly SIP of 1,000

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on  3 Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

-4.63%

23.77%

8.28%