DSDSP MFGrowth

DSP Merrill Lynch Small and Mid Cap Fund - Institutional Plan - Growth

Mid Cap FundEquity - Mid Cap FundBenchmark: Nifty Midcap 100
NAV · 03 Sep 2010₹10.65+1.50%
AUM₹21.0k Crfrom this fund's primary plan
Expense Ratio1.45%
CAGR
Exit Load 1% < 6 M ,0.5% > =6 M or < 12 M,Nil > = 12 M
Min SIP₹100from this fund's primary plan
Launched2006

Investment Objective

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 capitalization. From time to time, the Investment Manager will also seek p

Fund Mandate

Debt0%–10%
Fund Managers
SN
Soumendra Nath Lahiri
Fund Manager
Key Information
1.45%
₹100from this fund's primary plan
₹1,00,00,000
1% < 6 M ,0.5% > =6 M or < 12 M,Nil > = 12 M
Nil
Inception14 Nov 2006
AMCDSP MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+1.50%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.45%
1% < 6 M ,0.5% > =6 M or < 12 M,Nil > = 12 M
Nil
₹100from this fund's primary plan
₹1,00,00,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme