Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

DSP Mid Cap Fund-Growth

Ranked 58 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

Resham Jain

Jay Kothari

Jay Kothari works at DSP BlackRock Investment Managers, where he has worked since May 2005, and has been vice president and product strategist since January 2011. Jay joined the firm as a member of the sales team (Banking) in May 2005. Prior to joining DSPBRIM, Jay worked for Standard Chartered Bank for a year in the Priority Banking division. Jay completed his Bachelor of Management Studies (Finance and International Finance) from Mumbai University, followed by an MBA in Finance from Mumbai University.

Vinit Sambre

Vinit Sambre has been managing strategies at DSP BlackRock since July 2007 when he joined as portfolio analyst for the firm's Portfolio Management Services (PMS) division, which manages discretionary accounts and provides advisory services to institutional clients. As a research analyst, his focus was on the Pharmaceuticals, Power Utilities, Chemicals, Fertilizers and Textiles sectors. Previously, he was with DSP Merrill Lynch as a part of its Global Private Client business. He spent 20 months at DSP Merrill Lynch as equity strategist. Prior to this he worked at IL&FS Investsmart Limited as an equity analyst. Vinit has also worked at UTI Investment Advisory Services as equity analyst for the India Growth Fund. He is a Chartered Accountant from the Institute of Chartered Accountants of India.

Objective

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, which are not part of top 100 stocks by market capitalisation. The asset allocation shall be as follows: 1. (a) Equity and equity related securities which are not part of the top 100 stocks by market capitalization-Upto 65% to 100%, (b) Equity and equity related securities which are in the top 100 stocks by market capitalization-Upto 0% to 35% of 1 (a) & (b) above, investments in ADRs, GDRs and foreign securities 0% to 25% 2. Debt and Money Market Securities Upto 0% to 10%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 31/10/2015 - 31/10/2018
  • Rank 58/307 Total Return
  • Rank 280/307 Standard Deviation
  • Rank 226/307 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -6.6% -3.6% -4.3%
2017 39.8% 17.9% 3.1% 3.1% 11.6%
2016 11.5% -5.8% 15.0% 8.6% -5.3%
2015 7.3% 2.9% -0.5% -0.4% 5.2%
2014 70.5% 6.4% 33.8% 4.8% 14.3%
2013 1.7% -14.4% -3.9% -1.7% 25.7%
2012 45.0% 22.2% -3.4% 12.3% 9.5%
2011 -27.2% -9.8% 2.0% -6.0% -15.9%
2010 29.6% 4.0% 8.9% 15.0% -0.4%
2009 119.1% -5.1% 59.8% 27.3% 13.5%
2008 -58.5% -32.4% -13.8% -7.9% -22.6%
2007 54.5% -5.3% 16.6% 8.0% 29.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date16/11/2006
  • Share Class size52,150Mn
  • Base currencyINR
  • ISIN INF740K01128

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment500

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in INR).