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) | ₹3994 Cr | ₹19162 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 | 3.2% | 1.69% |
| 6 Month | 8.74% | 11.25% |
| 1 Year | 1.37% | 3.19% |
| 3 Year | 23.59% | 18.93% |
| 5 Year | 27.61% | 19.34% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.12% | 0.55% |
| 1 Year | 5.61% | 10.47% |
| 3 Year | 16.86% | 16.02% |
| 5 Year | 19.47% | 15.39% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.81% | 12.7% |
| 3 Year | 24.35% | 16.67% |
| 5 Year | 25.31% | 16.65% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.31% | 14.37% |
| Sharp | 1.00% | 0.78% |
| Beta | 0.94% | 0.98% |
| Alpha | 0.61% | -3.25% |
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 | 13.17 | 9.83 |
| Mid Cap | 67.48 | 61.18 |
| Large Cap | 9.78 | 12.98 |
| Small Cap | 9.57 | 16.01 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.95 | 4.72 |
| Industrials | 19.55 | 13.21 |
| Financial Services | 18.36 | 19.04 |
| Technology | 7.06 | 9.83 |
| Healthcare | 15.04 | 10.96 |
| Energy | 1.29 | 2.89 |
| Basic Materials | 7.91 | 14.77 |
| Consumer Defensive | 4.93 | 1.82 |
| Utilities | 3 | 0.81 |
| Communication Services | 3.04 | 2.2 |
| Consumer Cyclical | 14.26 | 17.6 |
| Real Estate | 1.61 | 2.14 |
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