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DSP Midcap Regular Plan-Growth

DSP Midcap Regular Plan-Growth

Mid CapEquity: Mid Capமிக அதிக ஆபத்து
PaisaSmartPaisaSmart மதிப்பீடு★★★★★★★★★★0

The fund is rated 0 stars. The balance between returns and downside risk provided limited support. Investment selection within each asset type and investment selection within each industry were the main limitations and did not provide enough support for a higher rating. Higher annual fee of 1.74% and above-average fund size of Rs 21,018.54 crore were minor drawbacks.

இந்த மதிப்பீடு ஏன்

This fund has a bad track record with Asset Selection/Timing, a bad track record with Stock Selection/Timing. It is important to note, however, that this fund has a 21018.538 AUM and a 1.74 expense ratio. Considering all these factors, we have rated this fund as 0.0 star.

எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.

Returns

8 Oct 2026 நிலவரப்படி

1W
-1.61%
1M
-7.62%
3M
-5.03%
6M
+0.53%
9M
-3.82%
1Y
-2.71%
2Y
-2.02%
3Y
+10.84%
4Y
+12.98%
5Y
+8.43%
7Y
+15.39%
10Y
+12.19%
15Y
+15.66%
தொடக்கத்திலிருந்து
+14.32%

Risk ratios

30 Sep 2026 நிலவரப்படி

Standard deviation
18.47
Sharpe ratio
0.38
Sortino ratio
0.51
Beta
0.97
Alpha
-1.47
R-squared
0.93
Treynor ratio
7.34
Information ratio
-0.36
சராசரி
12.73

Portfolio

31 Aug 2026 நிலவரப்படி

Market-cap பிரிவு

Large cap17.95%Mid cap70.86%Small cap11.18%
P/E
30.85
P/B
4.05
Style
Blend

துறை ஒதுக்கீடு

Financial19.53%
Capital Goods11.10%
Automobile9.49%
Healthcare8.84%
Services8.50%
Technology7.75%
Chemicals6.80%
Metals & Mining4.31%

Holdings (65)

HoldingFund-இன் %மதிப்புபங்குகள்
Coforge Ltd.4.48%₹940.77 Cr47,38,659
Multi Commodity Exchange Of India Ltd.3.16%₹663.86 Cr19,52,533
Fortis Healthcare Ltd.2.79%₹586.58 Cr64,68,009
Ipca Laboratories Ltd.2.70%₹567.85 Cr28,75,353
The Federal Bank Ltd.2.66%₹559.71 Cr1,56,91,347
Max Financial Services Ltd.2.63%₹553.1 Cr35,15,987
Cholamandalam Investment and Finance Company Ltd.2.59%₹544.31 Cr29,30,518
The Phoenix Mills Ltd.2.48%₹522.29 Cr27,48,916
Bharat Forge Ltd.2.42%₹507.93 Cr24,13,073
Coromandel International Ltd.2.31%₹484.53 Cr25,42,249

Fund விவரங்கள்

சுருக்கமாக

Long-term capital growth. Investment in equity and equity-related instruments predominantly of midcap companies/entities.

முதலீட்டு நோக்கம்

The scheme seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies/entities.

Exit load

Exit load of 1% if redeemed less than 12 months

Fund வகை
Open-ended
குறைந்தபட்ச lumpsum
₹100
குறைந்தபட்ச திரும்பப் பெறுதல்
₹500
Lock-in
இல்லை
SIP
உள்ளது
SWP
உள்ளது
STP
உள்ளது
Purchase cut-off
15:00
அடிக்கடி கேட்கப்படும் கேள்விகள்