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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.

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	0.76%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 14,167
AMC AUM (in Crs.)	₹ 78,363
Min Addition Subscription	₹ 500

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	40.24%
HSBC Midcap Fund - Direct Plan	1000	1000	31.2%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	40.24%
Axis Midcap Fund - Direct Plan	100	100	29.71%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	39.77%
DSP Midcap Fund - Direct Plan	500	1000	26.34%

Top 10 Holdings

Company	Holding Type	Asset(%)
Supreme Industries Ltd	Equity	5
Treps / Reverse Repo Investments / Corporate Debt Repo	Cash - Repurchase Agreement	4
Phoenix Mills Ltd	Equity	4
Atul Ltd	Equity	3
Ipca Laboratories Ltd	Equity	3
Bharat Forge Ltd	Equity	3
The Federal Bank Ltd	Equity	3
Alkem Laboratories Ltd	Equity	3
Emami Ltd	Equity	3
Bata India Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	95
Cash - Repurchase Agreement	4
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Consumer Cyclical	20
Industrials	19
Basic Materials	17
Financial Services	15
Healthcare	8

Fund Manager

Vinit Sambre

10+ years of experience

Jay Kothari

4+ years of experience

Resham Jain

4+ years of experience

Abhishek Ghosh

0+ 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