DSP Midcap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation20.2%
Sharpe Ratio0.01
Beta1.03
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Treps / Reverse Repo InvestmentsUtilities7.67%
Coforge LtdTechnology4.52%
Ipca Laboratories LtdServices3.53%
Max Financial Services LtdFinancial Services3.10%
Coromandel International LtdCapital Goods2.85%
Supreme Industries LtdCapital Goods2.77%
Bharat Forge LtdConsumers2.76%
Power Finance Corp LtdFinancial Services2.52%
Schaeffler India LtdConsumers2.36%
Page Industries LtdConsumers2.35%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.68%
Exit Load1
Regulatory & Tax Information
INF740K01128
ISINDailyDealing Frequency
BSE Midcap TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)