DSP Midcap Fund vs HDFC Mid compare
HDFC Mid-Cap Fund - Growth Plan
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹83105 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 | 2.31% | 3.27% |
6 Month | 20.27% | 21.86% |
1 Year | 1.04% | -2.72% |
3 Year | 23.91% | 17.71% |
5 Year | 28.37% | 18.95% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.13% | 5.77% |
1 Year | 15.05% | 14.32% |
3 Year | 22.66% | 18.93% |
5 Year | 24.25% | 16.95% |
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 | 13.84% | 14.37% |
Sharp | 1.20% | 0.74% |
Beta | 0.83% | 0.98% |
Alpha | 4.36% | -3.04% |
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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