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DSP Midcap Fund - Direct Plan

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. There is no assurance that the investment objective of the Scheme will be realized.

Suitability

This product is suitable for investors who are seeking

• This Scheme is suitable for investors who are seeking* Long-term capital growth

• Investment in equity and equity-related securities in companies beyond top 100 companies by market capitalization

Fund Info

Scheme Class	Equity
Scheme Category	Mid-Cap
Expense Ratio	0.7%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 20,014
AMC AUM (in Crs.)	₹ 78,363
Min Addition Subscription	₹ 100

Benchmark Type

S&P BSE Midcap TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	24.94%
HSBC Midcap Fund - Direct Plan	1000	1000	20.0%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	24.94%
Axis Midcap Fund - Direct Plan	100	100	16.91%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	19.59%
DSP Midcap Fund - Direct Plan	500	1000	16.36%

Top 10 Holdings

Company	Holding Type	Asset(%)
Bharat Forge Ltd	Equity	4
Ipca Laboratories Ltd	Equity	3
Coforge Ltd	Equity	3
The Federal Bank Ltd	Equity	3
Coromandel International Ltd	Equity	3
Alkem Laboratories Ltd	Equity	3
Atul Ltd	Equity	3
Phoenix Mills Ltd	Equity	3
Power Finance Corp Ltd	Equity	3
Balkrishna Industries Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	97
Cash - Repurchase Agreement	3
Cash	0

Sector Allocation(%)

Sector	Percent
Industrials	21
Consumer Cyclical	18
Financial Services	15
Basic Materials	14
Technology	10

Fund Manager

Vinit Sambre

12+ years of experience

Abhishek Ghosh

2+ years of experience

DSP BlackRock Mutual Fund

AUM₹78,363 Cr

About

DSP group is a financial firm with a legacy of 152 years. It has a been in the asset management avenue for over 20 years now and the group is headed by Mr.Hemendra Kothari.##DSP Investment Managers Pvt. Ltd. is the Asset management Company and DSP Trustee Pvt. Ltd, acts as the trustee of the AMC. The company believes that by using adequate investment strategies, it is relatively easy to be successful in the financial market. It provides a wide range of mutual fund scheme ranging from equity, debt, tax and hybrid. The AMC has always managed to keep the returns consistent and they have a brilliant investor base as well.##The AMC believes in taking measured risks, which ultimately results in understanding the market conditions better and makes the best use of the investment opportunity. With a robust variety of products and consistent performance, DSP mutual fund has made a name for itself in the mutual fund industry.

service@dspblackrock.com

Phone

1800-200-4499

Address

Tulsiani Chambers,,West Wing, 11th Floor,,Nariman Point, Mumbai - 400021

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m