Mutual Fund- 

DSP Mid Cap Fund

By Rajendra

Oct  3, 2022

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  - 14,377 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

Supreme Inds

Coromandel International

Atul Ltd

IPCA Lab

Bata India

3.89

3.77

3.77

3.45

3.11

Total :-  17.99

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

13.40%

69.80%

DSP MidCap Fund

Small Cap

17.10%

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

Consumer Durable

Industrial Product

Chemical

Thick Brush Stroke

Top 5 Sector -47.24%

12.70

10.46

8.73

8.35

7.04

Pharma

Bank

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

Thick Brush Stroke

Scheme Performance

Exit Load

upto 1 year- 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

-5.02%

17.48%

10.87%

Thick Brush Stroke

SIP Performance

Exit Load

Upto 1 year -  1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,203

46,926

86,584

Returns

3.17%

18.04%

14.67%

Monthly SIP of 1,000