DSP Midcap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

DSP Midcap IDCW Reinvest Direct Plan

NAV
₹62.8320
-0.36%
(28 Mar)
AUM
17,762 Cr
TER
0.77%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+12.4%
+12.4%
+9.0%
+9.0%
+9.0%
+5.3%
3Y
+26.5%
+26.5%
+24.4%
+24.4%
+19.2%
+13.2%
5Y
+35.3%
+35.3%
NA
NA
+31.3%
+23.0%
ALL
+22.2%
+22.2%
+19.8%
+19.8%
+18.0%
+16.4%
VOL
19.6%
19.6%
16.6%
16.6%
-
17.4%
TER
0.7%
0.7%
0.2%
0.2%
-
0.8%
AUM
₹23,704 Cr
₹23,704 Cr
₹988 Cr
₹988 Cr
-
₹17,762 Cr
INFO
1.13
1.13
1.19
1.19
-
0.94
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
DSP Midcap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Treps / Reverse Repo Investments
4.9%
Coforge Ltd
4.5%
Ipca Laboratories Ltd
4.0%
Coromandel International Ltd
3.5%
Phoenix Mills Ltd
3.0%
JK Cement Ltd
2.9%
Bharat Forge Ltd
2.8%
Max Financial Services Ltd
2.8%
Dixon Technologies (India) Ltd
2.7%
Power Finance Corp Ltd
2.7%
Top industry exposure
Consumer Cyclical
19.5%
Basic Materials
16.2%
Financial Services
13.7%
Industrials
11.2%
Healthcare
11.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
40%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.
Fund manager(s)
Vinit Sambre
Abhishek Ghosh

FAQs