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 | 7.4% | 9.62% |
6 Month | 2.72% | 0.66% |
1 Year | 11.82% | 9.87% |
3 Year | 30.45% | 21.6% |
5 Year | 35.68% | 24.7% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.34% | 6.58% |
1 Year | 6.35% | 2.36% |
3 Year | 25.47% | 19.86% |
5 Year | 26.53% | 17.79% |
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% | 0.58% |
Beta | 0.855% | 0.97% |
Alpha | 4.384% | -5.01% |
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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 | 6.72 |
Mid Cap | 65.07 | 65.84 |
Large Cap | 5.88 | 11.78 |
Small Cap | 20.98 | 15.66 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.07 | 6.72 |
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 | - | 0.83 |
Agricultural, Commercial & Construction Vehicles | - | 0.62 |
IT - Software | - | 8.18 |
Pharmaceuticals & Biotechnology | - | 9.13 |
Healthcare Services | - | 2.14 |
Banks | - | 5.21 |
Petroleum Products | - | 1.99 |
Chemicals & Petrochemicals | - | 4.97 |
Transport Services | - | 0.94 |
Gas | - | 1.56 |
Finance | - | 4 |
IT - Services | - | 0.94 |
Industrial Products | - | 7.93 |
Automobiles | - | 2.05 |
Fertilizers & Agrochemicals | - | 4.61 |
Insurance | - | 2.97 |
Realty | - | 2.49 |
Consumer Durables | - | 4.44 |
Leisure Services | - | 1.89 |
Oil | - | 1.12 |
Construction | - | 1.35 |
Capital Markets | - | 1.94 |
Electrical Equipment | - | 0.56 |
Telecom - Services | - | 2.23 |
Auto Components | - | 9.99 |
Food Products | - | 1.41 |
Personal Products | - | 1.6 |
Ferrous Metals | - | 1.6 |
Textiles & Apparels | - | 2.36 |
Cement & Cement Products | - | 2.23 |
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