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DSP Midcap Fund vs Edelweiss Mid Cap Fund compare

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tortoise-icon DSP Midcap Fund - Regular Plan - Growth

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tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹19331 Cr ₹11027 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 14 Nov 2006 26 Dec 2007
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 22% 43%
Expense Ratio 1.68 1.73
Manager Vinit Sambre Trideep Bhattacharya
ISIN Code INF740K01128 INF843K01013
Exits Load DSP Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month -1.72% -1.18%
6 Month 19.95% 18.91%
1 Year -3.29% -0.26%
3 Year 18.09% 23.63%
5 Year 18.48% 27.9%

SIP Return Analysis

Scheme Name DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month 3.11% 2%
1 Year 6.89% 5.9%
3 Year 17.48% 22.9%
5 Year 16.38% 23.39%

Rolling Lumpsum Returns

Scheme Name DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 12.99% 15.68%
3 Year 16.58% 20.86%
5 Year 16.55% 20.48%

Risk Management

Scheme Name DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 14.37% 15.64%
Sharp 0.86% 1.14%
Beta 0.98% 0.92%
Alpha -4.05% 1.71%

Fund Managers

Scheme Name DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Name Vinit Sambre Trideep Bhattacharya
Total AUM ₹31142 Cr ₹0 Cr
Funds Managed 3 9
DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Midcap Fund - Regular Plan - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 10.64 9
Mid Cap 62.5 69.82
Large Cap 11.01 7.98
Small Cap 15.84 13.21

Sector Allocation

Scheme Name

DSP Midcap Fund - Regular Plan - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 5.65 4.28
Consumer Cyclical 17.69 14.37
Industrials 13.66 13.44
Technology 10.49 10.31
Healthcare 11.16 10.73
Financial Services 15.46 23.52
Energy 2.76 2.26
Basic Materials 15.9 10.81
Utilities 0.81 0.65
Real Estate 2.02 2.94
Communication Services 1.73 1.49
Consumer Defensive 2.67 5.2

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