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) | ₹4260 Cr | ₹19855 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 | -2.2% | -1.25% |
| 6 Month | 0.79% | 2.27% |
| 1 Year | -4.64% | -1.33% |
| 3 Year | 23.02% | 19.12% |
| 5 Year | 23.73% | 16.03% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.61% | 0.86% |
| 1 Year | 11.06% | 14.79% |
| 3 Year | 16.96% | 15.97% |
| 5 Year | 19.26% | 15.38% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.46% | 12.58% |
| 3 Year | 24.06% | 16.76% |
| 5 Year | 25.8% | 16.76% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.37% | 14.37% |
| Sharp | 1.04% | 0.84% |
| Beta | 0.96% | 0.97% |
| Alpha | 0.62% | -3.1% |
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 | 16.39 | 9.92 |
| Mid Cap | 66.38 | 60.36 |
| Large Cap | 7.7 | 13.95 |
| Small Cap | 9.54 | 15.78 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.28 | 3.97 |
| Industrials | 19.13 | 12.57 |
| Financial Services | 21.61 | 19.97 |
| Technology | 6.17 | 10.18 |
| Healthcare | 12.94 | 11 |
| Basic Materials | 7.83 | 14.33 |
| Consumer Defensive | 4.82 | 1.66 |
| Utilities | 2.92 | 0.82 |
| Communication Services | 3.06 | 2.35 |
| Consumer Cyclical | 12.17 | 17.87 |
| Energy | 1.29 | 3 |
| Real Estate | 1.78 | 2.26 |
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