DSP Midcap Fund seeks to generate long term capital appreciation by investing in a portfolio of midcap companies that have immense growth potential.
This Mutual Fund
Investment ofper month
gives returns of :
at 8.82% / annum
₹in 5 years
for a time period of
Returns % (CAGR)based on historic returns of 8.82% per annum
Mid Cap Fund
Fund Portfolio Data & Volatility Analysis
Asset type breakdown
Fund Holdings - Top 10
IPCA Laboratories Limited
Divi's Laboratories Limited
Supreme Industries Limited
Alkem Laboratories Limited
Alembic Pharmaceuticals Limited
AIA Engineering Limited
Dr. Reddy's Laboratories Limited
Cummins India Limited
Finolex Industries Limited
Fund Sectors/Industry Breakdown
% of market value
Consumer Non Durables
Industrial Capital Goods
Textiles - Cotton
Telecom - Equipment & Accessories
About this Fund
Mr. Jain joined DSP Investment Managers in March 2016 as Assistant Vice President in Equity Income Team.He is managing the DSP Liquidity Fund since March 2016 and prior to joining DSP, he worked for B&K Securities (I) Private Limited, Jaihind Projects Ltd & Arvind Ltd.
Mr. Sambre is a B.Com and FCA.He is managing the DSP Midcap Fund since January 2013 and prior to joining DSP he was associated with DSP Merrill Lynch Ltd.,IL&FS Investsmart Ltd.,Unit Trust of India Investment Advisory Services Ltd., Kisan Ratilal Choksey Shares and Securities Pvt. Ltd. and Credit Rating Information Service of India Ltd.
If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%. If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. No tax is to be paid as long as you continue to hold the units.
We are licensed in Singapore, Hong Kong, and India. Kristal Advisors (SG) Pte. Ltd. (CMS100614-4) presently operates under the CMS license by the Monetary Authority of Singapore (MAS). Kristal Advisors (HK) Ltd. (BHZ135) is licensed and regulated by the Securities and Futures Commission to carry out Type 4 and Type 9 regulated activities and is not involved in the discretionary management of any collective investment scheme. Kristal Advisors Private Ltd. (INA100006852) presently operates as a Registered Investment Advisor under the jurisdiction of the Securities and Exchange Board of India. Kristal, its affiliates and/or its employees may hold positions in the assets discussed herein.
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