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) | ₹1095 Cr | ₹17762 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 | 6.76% | 9.48% |
6 Month | 1.7% | 0.68% |
1 Year | 5.16% | 10.31% |
3 Year | 27.4% | 21.21% |
5 Year | - | 23.59% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.67% | 6.58% |
1 Year | -0.83% | 2.36% |
3 Year | 23.82% | 19.86% |
5 Year | - | 17.79% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.59% | 13.63% |
3 Year | 23.23% | 16.56% |
5 Year | - | 16.41% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.396% | 14.37% |
Sharp | 0.922% | 0.58% |
Beta | 0.903% | 0.97% |
Alpha | 0.547% | -5.01% |
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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 | 7.19 | 6.72 |
Mid Cap | 67.18 | 65.84 |
Small Cap | 18.11 | 15.66 |
Large Cap | 7.52 | 11.78 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.54 | 6.72 |
Utilities | 2.37 | - |
Technology | 16.29 | - |
Industrials | 20.88 | - |
Financial Services | 19.06 | - |
Healthcare | 12.55 | - |
Consumer Cyclical | 9.91 | - |
Basic Materials | 5.77 | - |
Energy | 1.88 | - |
Real Estate | 2.04 | - |
Communication Services | 1.44 | - |
Consumer Defensive | 2.29 | - |
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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