DSP Midcap Fund vs Edelweiss Mid Cap Fund compare
DSP Midcap Fund - Regular Plan - Growth
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹19162 Cr | ₹11731 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 | 1.69% | 3.63% |
| 6 Month | 11.25% | 11.02% |
| 1 Year | 3.19% | 5.78% |
| 3 Year | 18.93% | 24.46% |
| 5 Year | 19.34% | 29.26% |
SIP Return Analysis
| Scheme Name | DSP Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.55% | -0.33% |
| 1 Year | 10.47% | 8.33% |
| 3 Year | 16.02% | 20.57% |
| 5 Year | 15.39% | 21.5% |
Rolling Lumpsum Returns
| Scheme Name | DSP Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.7% | 15.38% |
| 3 Year | 16.67% | 21.06% |
| 5 Year | 16.65% | 20.55% |
Risk Management
| Scheme Name | DSP Midcap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.12% | 15.59% |
| Sharp | 0.76% | 1.08% |
| Beta | 0.97% | 0.94% |
| Alpha | -3.43% | 1.60% |
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 | 9.83 | 7.34 |
| Mid Cap | 61.18 | 70.95 |
| Large Cap | 12.98 | 8.47 |
| Small Cap | 16.01 | 13.24 |
Sector Allocation
| Scheme Name |
DSP Midcap Fund - Regular Plan - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.72 | 3.62 |
| Consumer Cyclical | 17.6 | 14.24 |
| Industrials | 13.21 | 14.71 |
| Technology | 9.83 | 9.68 |
| Healthcare | 10.96 | 10.47 |
| Financial Services | 19.04 | 24.25 |
| Energy | 2.89 | 2.41 |
| Basic Materials | 14.77 | 11.05 |
| Utilities | 0.81 | 0.57 |
| Real Estate | 2.14 | 2.71 |
| Communication Services | 2.2 | 1.78 |
| Consumer Defensive | 1.82 | 4.53 |
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