DSP Midcap Fund vs HDFC Mid compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | HDFC Mid-Cap Opportunities Fund - Growth Plan | DSP Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹73510 Cr | ₹17762 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 Opportunities Fund - Growth Plan | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.42% | 2.58% |
6 Month | -4.71% | -6.83% |
1 Year | 8.69% | 7.02% |
3 Year | 24.4% | 15.72% |
5 Year | 32.24% | 21.51% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -0.25% | -0.99% |
1 Year | -4.53% | -9.01% |
3 Year | 23.07% | 16.57% |
5 Year | 25.47% | 16.15% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.63% | 13.63% |
3 Year | 19.73% | 16.56% |
5 Year | 19.19% | 16.41% |
Risk Management
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.301% | 14.37% |
Sharp | 1.022% | 0.47% |
Beta | 0.855% | 0.98% |
Alpha | 4.384% | -4.67% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | HDFC Mid-Cap Opportunities 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 Opportunities Fund - Growth Plan | DSP Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.07 | 4.82 |
Mid Cap | 65.07 | 67.05 |
Large Cap | 5.88 | 11.83 |
Small Cap | 20.98 | 16.3 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.07 | 4.82 |
Basic Materials | 6.21 | 16.21 |
Consumer Defensive | 4.23 | 3.12 |
Consumer Cyclical | 17.51 | 19.49 |
Financial Services | 24.44 | 13.74 |
Healthcare | 11.93 | 10.96 |
Industrials | 10.38 | 11.25 |
Communication Services | 3.05 | 2.19 |
Energy | 2.69 | 2.83 |
Utilities | 1.37 | 1.68 |
Technology | 10.11 | 10.74 |
Real Estate | - | 2.99 |
Top Comparisons
HDFC Mid-Cap Opportunities Fund - Growth Plan
3Y Returns24.4%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns22.14%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns15.36%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns13.6%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.37%
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns7.1%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.04%
BANDHAN Money Manager Fund - Regular Plan - Growth
3Y Returns6.55%