The fund has been managed by Aditya Pagaria since August 2016
The fund took exposure to 270 stocks in three years and has held 67 stocks consistently
The fund is managed by Ankit Pande, Vasav Sahgal, and Sanjeev Sharma
The fund's month-end assets under management (AUM) increased to Rs 4,205 crore in February 2022 from Rs 3,255 crore in March 2019.
The fund has outperformed the benchmark (S&P BSE 500 TRI) and its peers (funds ranked under the ELSS category in December 2021 CMFR) in the past 1-, 2-,3-,5-, 7- and 10-year trailing periods
The fund's investment objective is to provide capital appreciation by predominantly investing in companies having a large market capitalisation
Investment objective of scheme is to provide investors with opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity-related securities
The fund featured in the top 30 percentile of the money market funds category in CRISIL Mutual Fund Ranking (CMFR) for 10 consecutive quarters ended June 2021
The month-end assets under management of the fund rose to Rs 24,669 crore in May 2021 from Rs 15,654 crore in June 2018.
Rs 1,00,000 invested on April 15, 2003 (inception of the fund) would have grown to Rs 3,81,800 at (7.66% CAGR) on June 02, 2021 compared with Rs 3,41,750 (7.01% CAGR) for the peer group
The fund has consistently outperformed its peers (funds ranked under the low duration category in CMFR in March 2021) over the trailing periods under analysis
The fund maintained modified duration in the range of 1.7 years to 3.7 years during the past 3 years, averaging 3 years
The month-end assets under management (AUM) of the fund grew from Rs 898 crore in January 2018 to Rs 1,476 crore in December 2020.
The fund has consistently outperformed the benchmark (Nifty 500 TRI) and its peers in all the trailing periods under analysis.
The investment objective of the scheme is to generate capital appreciation by investing predominantly in mid-cap companies
DSP Midcap Fund was launched in November 2006
Systematic investment plan is a disciplined mode of investing, offered by MFs, through which one can invest a certain amount at regular intervals
The fund has consistently outperformed the benchmark (S&P BSE MidCap TRI) and its peers
The fund has consistently outperformed the benchmark and its in all the trailing periods under analysis
The fund has consistently outperformed its benchmark ) and peers funds ranked under the dynamic bond funds category in CMFR - June 2018) over the trailing periods under analysis