DSP Midcap Fund Growth
Medium
Risk
Equity
Mid Cap Fund
+
15.16
%
15.16
%
3Y annualised
+
0.53
%
0.53
%
1D
1M
6M
1Y
3Y
All
Fund size
16312
NAV:
Mar 7, 2024
118.026
Sector
Tech
Type
Equity
Launched
Nov 2006
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Alkem Laboratories Ltd
4.43
%
Phoenix Mills Ltd
4.3
%
Ipca Laboratories Ltd
4.21
%
Bharat Forge Ltd
3.85
%
Coromandel International Ltd
3.34
%
Supreme Industries Ltd
3.27
%
JK Cement Ltd
3.08
%
Coforge Ltd
2.81
%
The Federal Bank Ltd
2.8
%
Atul Ltd
2.66
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 12.0 Months, 0.0 % if redeemed after 12.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
DSP Midcap Fund Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
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* Returns are calculated as per lifetime average per annum returns of the fund.
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One-time
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