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) | ₹3326 Cr | ₹17762 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 | 2.25% | 2.58% |
6 Month | -6.72% | -6.83% |
1 Year | 4.41% | 7.02% |
3 Year | 21.6% | 15.72% |
5 Year | 29.3% | 21.51% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -0.96% | -0.99% |
1 Year | -9.16% | -9.01% |
3 Year | 22.04% | 16.57% |
5 Year | 23.55% | 16.15% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.34% | 13.63% |
3 Year | 24.82% | 16.56% |
5 Year | 23.92% | 16.41% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.816% | 14.37% |
Sharp | 0.771% | 0.47% |
Beta | 0.943% | 0.98% |
Alpha | 0.577% | -4.67% |
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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 | 4.06 | 4.82 |
Mid Cap | 65.42 | 67.05 |
Large Cap | 17.71 | 11.83 |
Small Cap | 12.81 | 16.3 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.06 | 4.82 |
Financial Services | 20.71 | 13.74 |
Healthcare | 9.97 | 10.96 |
Industrials | 14.71 | 11.25 |
Basic Materials | 10.46 | 16.21 |
Energy | 4.38 | 2.83 |
Technology | 7.71 | 10.74 |
Consumer Defensive | 7.3 | 3.12 |
Communication Services | 3.26 | 2.19 |
Consumer Cyclical | 14.49 | 19.49 |
Real Estate | 1.21 | 2.99 |
Utilities | 1.73 | 1.68 |
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