DSP Mid Cap Fund - Direct Plan has delivered 64.50% absolute return over the last 5 years.
The average return for Mid Cap funds is 82.60% .
This fund ranks #18 in its category based on 5-year returns.
The largest portfolio holding is TREPS with a portfolio weight of 4.29% .
The fund currently owns more than 66 stocks.
The top 10 holdings account for 29.56% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 15.23% | 1.15% |
| 2 Year Return | 47.21% | 14.53% |
| 3 Year Return | 76.74% | 40.78% |
| 4 Year Return | 158.85% | 68.09% |
| 5 Year Return | 194.48% | 82.60% |
| 6 Year Return | 198.73% | 138.43% |
| 7 Year Return | 351.85% | 178.44% |
| Expense Ratio | 0.64% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
4.29%
|
||
| 2 | IT Consulting & Software |
4.03%
|
|
| 3 | Non-Banking Financial Company (NBFC) |
2.89%
|
|
| 4 | Health Care |
2.77%
|
|
| 5 | Financials |
2.75%
|
|
| 6 | Materials |
2.59%
|
|
| 7 | Materials |
2.57%
|
|
| 8 | Financials |
2.57%
|
|
| 9 | Exchange Platform |
2.56%
|
|
| 10 | Real Estate |
2.54%
|
|
| 11 | Pharmaceuticals |
2.45%
|
|
| 12 | Consumer Discretionary |
2.36%
|
Minimum Purchase: ₹100
Exit Load: If redeemed Less than 12 months from the date of allotment - 1% If redeemed greater than or equal to 12 months from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
DSP Mid Cap Fund - Direct Plan is managed by DSP and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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