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Jama - DSP Midcap Fund


DSP Midcap Fund

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Equity-Mid Cap
NAV : 89.077
(-0.6400000000000006
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)
AUM : ₹132 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.71%-6.57%-7.59%-4.13%4.97%20.06%9.3%



NAV History



Expense Ratio Trends


Fund Details

1 (a) Equity & equity related instruments of mid cap companies : 65% - 100% 1(b) Other equity & equity related instruments : 0% - 35% 2. Debt and Money Market Securities* : 0% - 35% 3. Units issued by REITs & InvITs : 0% - 10% *Debt and money market instruments will include investments in securitised debt.
NAV89.077
Launch Date31-12-2012
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio77.0%
Exit Load : Holding Period: < 12 months: 1% >= 12 months: Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,73,052₹1,68,027₹5,026
After 20 years₹38,71,248₹31,80,675₹6,90,573

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 20.06% Past 3 yr Data




Fund 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 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.
Fund Manager:
Vinit Sambre