DSP Midcap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1329 Cr | ₹19586 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Mar 2021 | 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 | % | 22% |
| Expense Ratio | 2.06 | 1.68 |
| Manager | Rohan Korde | Vinit Sambre |
| ISIN Code | INF00XX01895 | INF740K01128 |
| Exits Load | ITI Mid Cap Fund - Regular Plan - 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 | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.37% | -4.08% |
| 6 Month | 1.05% | -2.58% |
| 1 Year | 10.69% | 8.66% |
| 3 Year | 23.83% | 19.17% |
| 5 Year | - | 14.85% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.02% | -4.27% |
| 1 Year | 3.52% | -0.06% |
| 3 Year | 14.01% | 10.9% |
| 5 Year | - | 13.04% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.61% | 12.31% |
| 3 Year | 23.06% | 16.83% |
| 5 Year | - | 16.7% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.37% | 14.37% |
| Sharp | 1.08% | 0.86% |
| Beta | 0.99% | 0.97% |
| Alpha | 0.34% | -3.06% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rohan Korde | Vinit Sambre |
| Total AUM | ₹4626 Cr | ₹31142 Cr |
| Funds Managed | 10 | 3 |
| ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.88 | 13.65 |
| Mid Cap | 62.18 | 60.24 |
| Large Cap | 9.61 | 12.69 |
| Small Cap | 16.32 | 13.42 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.13 | 5.41 |
| Financial Services | 27.89 | 22.03 |
| Consumer Cyclical | 10.17 | 16.66 |
| Technology | 11.48 | 9.73 |
| Industrials | 20.43 | 11.72 |
| Healthcare | 11.54 | 9.98 |
| Basic Materials | 11.96 | 14.49 |
| Energy | 0.69 | 3.08 |
| Consumer Defensive | 2.21 | 1.2 |
| Communication Services | 1.4 | 2.41 |
| Utilities | 1.1 | 0.78 |
| Real Estate | - | 2.5 |
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