DSP Midcap Fund vs HDFC Mid compare

DSP Midcap Fund vs HDFC Mid compare

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HDFC Mid-Cap Fund - Growth Plan

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DSP Midcap Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth
Fund	HDFC Mid-Cap Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹83847 Cr	₹19331 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	25 Jun 2007	14 Nov 2006
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	14.6%	22%
Expense Ratio	1.39	1.68
Manager	Dhruv Muchhal	Vinit Sambre
ISIN Code	INF179K01CR2	INF740K01128
Exits Load	HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	DSP Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth
1 Month	-2.4%	-1.72%
6 Month	16.84%	19.95%
1 Year	1.08%	-3.29%
3 Year	25.16%	18.09%
5 Year	27.58%	18.48%

SIP Return Analysis

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth
6 Month	2.28%	3.11%
1 Year	6.74%	6.89%
3 Year	21.17%	17.48%
5 Year	23.76%	16.38%

Rolling Lumpsum Returns

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth
1 Year	14.93%	12.99%
3 Year	20.25%	16.58%
5 Year	19.59%	16.55%

Risk Management

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth
Standard Deviation	13.79%	14.37%
Sharp	1.39%	0.86%
Beta	0.83%	0.98%
Alpha	4.66%	-4.05%

Fund Managers

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth
Name	Dhruv Muchhal	Vinit Sambre
Total AUM	₹520687 Cr	₹31142 Cr
Funds Managed	40	3
	HDFC Mid-Cap Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth

Market Cap

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth
Others	12.06	10.64
Mid Cap	61.58	62.5
Large Cap	7.16	11.01
Small Cap	19.2	15.84

Sector Allocation

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth
Others	7.22	5.65
Basic Materials	5.74	15.9
Consumer Defensive	5.12	2.67
Consumer Cyclical	18.34	17.69
Financial Services	24.14	15.46
Industrials	10.31	13.66
Communication Services	2.93	1.73
Healthcare	12	11.16
Technology	10.2	10.49
Energy	2.77	2.76
Utilities	1.24	0.81
Real Estate	-	2.02

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