DSP Midcap Fund Growth

• Alpha 3.90%
• Beta 0.77
• Sharpe Ratio0.78
• Std Deviation 16.10%
• Tracking Error 8.38%

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.

The DSP Midcap Fund Growth has an AUM of 19609.01 crores & has delivered CAGR of 16.04% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.65%. The minimum investment in DSP Midcap Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Treps / Reverse Repo Investments, Coforge, IPCA Laboratories & L&T Finance.

The major sectors where the fund is invested are Software & Programming, Consumer Financial Services, Chemical Manufacturing & Biotechnology & Drugs.

Some of the similar funds are Sundaram Mid Cap Growth, Mirae Asset Midcap Fund Regular Growth, Axis Midcap Fund Growth, SBI Midcap Fund Regular Growth, DSP Midcap Fund Growth. DSP Midcap Fund Growth has a sharpe ratio of 0.78 & a standard deviation of 16.10%.