DSP Midcap Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3905 Cr | ₹19331 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Jan 2018 | 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 | 116% | 22% |
Expense Ratio | 1.88 | 1.68 |
Manager | Abhinav Khandelwal | Vinit Sambre |
ISIN Code | INF174V01473 | INF740K01128 |
Exits Load | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.32% | 3.27% |
6 Month | 15.95% | 21.86% |
1 Year | -5.63% | -2.72% |
3 Year | 21.5% | 17.71% |
5 Year | 26.55% | 18.95% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.24% | 5.77% |
1 Year | 8.2% | 14.32% |
3 Year | 20.4% | 18.93% |
5 Year | 21.65% | 16.95% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.01% | 12.99% |
3 Year | 24.77% | 16.58% |
5 Year | 24.96% | 16.55% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.48% | 14.37% |
Sharp | 0.91% | 0.74% |
Beta | 0.94% | 0.98% |
Alpha | 0.27% | -3.04% |
Fund Managers
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Name | Abhinav Khandelwal | Vinit Sambre |
Total AUM | ₹5522 Cr | ₹31142 Cr |
Funds Managed | 5 | 3 |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 11.47 | 10.64 |
Mid Cap | 66.98 | 62.5 |
Large Cap | 10.06 | 11.01 |
Small Cap | 11.5 | 15.84 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.99 | 5.65 |
Industrials | 17.58 | 13.66 |
Financial Services | 20.08 | 15.46 |
Technology | 7.66 | 10.49 |
Healthcare | 12.31 | 11.16 |
Energy | 2.84 | 2.76 |
Basic Materials | 7.21 | 15.9 |
Consumer Defensive | 5.31 | 2.67 |
Utilities | 3.07 | 0.81 |
Communication Services | 3.38 | 1.73 |
Consumer Cyclical | 14.83 | 17.69 |
Real Estate | 1.75 | 2.02 |
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