DSP Midcap Fund vs HDFC Mid compare

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HDFC Mid-Cap Opportunities 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 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

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth
1 Month	4.46%	4.56%
6 Month	-2.11%	-3.65%
1 Year	7.3%	3.05%
3 Year	31.8%	22.88%
5 Year	33.12%	22.56%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth
6 Month	9.86%	10.46%
1 Year	10.12%	7.02%
3 Year	25.08%	20.04%
5 Year	26.17%	17.86%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth
1 Year	15.2%	13.25%
3 Year	20.01%	16.48%
5 Year	19.47%	16.47%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth
Standard Deviation	15.301%	14.37%
Sharp	1.022%	0.81%
Beta	0.855%	0.98%
Alpha	4.384%	-5.22%

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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

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth
Others	8.07	6.59
Mid Cap	65.07	67.01
Large Cap	5.88	10.82
Small Cap	20.98	15.58

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	DSP Midcap Fund - Regular Plan - Growth
Others	8.07	6.59
Basic Materials	6.21	-
Consumer Defensive	4.23	-
Consumer Cyclical	17.51	-
Financial Services	24.44	-
Healthcare	11.93	-
Industrials	10.38	-
Communication Services	3.05	-
Energy	2.69	-
Utilities	1.37	-
Technology	10.11	-
Retailing	-	1.09
Agricultural, Commercial & Construction Vehicles	-	0.6
IT - Software	-	7.53
Pharmaceuticals & Biotechnology	-	8.74
Healthcare Services	-	2.58
Banks	-	5.69
Petroleum Products	-	1.86
Chemicals & Petrochemicals	-	4.96
Transport Services	-	0.9
Gas	-	1.61
Finance	-	4.05
IT - Services	-	0.86
Industrial Products	-	8.09
Automobiles	-	1.46
Fertilizers & Agrochemicals	-	4.34
Insurance	-	3.29
Realty	-	2.46
Consumer Durables	-	4.67
Leisure Services	-	1.9
Oil	-	1.16
Construction	-	1.39
Capital Markets	-	2.09
Electrical Equipment	-	0.55
Telecom - Services	-	1.84
Auto Components	-	10.49
Food Products	-	1.29
Personal Products	-	1.68
Ferrous Metals	-	1.53
Textiles & Apparels	-	2.45
Cement & Cement Products	-	2.26