DSP Midcap Fund vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹34780 Cr | ₹19331 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 24 Feb 2014 | 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 | 120% | 22% |
Expense Ratio | 1.58 | 1.68 |
Manager | Rakesh Shetty | Vinit Sambre |
ISIN Code | INF247L01411 | INF740K01128 |
Exits Load | Motilal Oswal Midcap Fund - 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 4.47% | 4.36% |
6 Month | 19.39% | 21.87% |
1 Year | -0.23% | -1.72% |
3 Year | 27.18% | 19.05% |
5 Year | 33.07% | 19.08% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.82% | 5.77% |
1 Year | 11.17% | 14.32% |
3 Year | 26.59% | 18.93% |
5 Year | 28.66% | 16.95% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.59% | 12.99% |
3 Year | 19.99% | 16.58% |
5 Year | 14.42% | 16.55% |
Risk Management
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.40% | 14.37% |
Sharp | 1.11% | 0.74% |
Beta | 0.86% | 0.98% |
Alpha | 6.74% | -3.04% |
Fund Managers
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Name | Rakesh Shetty | Vinit Sambre |
Total AUM | ₹33886 Cr | ₹31142 Cr |
Funds Managed | 19 | 3 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 12.4 | 11.16 |
Mid Cap | 63.22 | 61.64 |
Large Cap | 24.39 | 10.84 |
Small Cap | - | 16.37 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.61 | 5.77 |
Healthcare | 3.21 | 11.26 |
Technology | 37.96 | 10.53 |
Industrials | 20.24 | 13.89 |
Consumer Cyclical | 26.86 | 16.73 |
Communication Services | 3.34 | 1.73 |
Financial Services | 3.2 | 16.96 |
Real Estate | 2.58 | 2.08 |
Energy | - | 2.51 |
Basic Materials | - | 15.12 |
Utilities | - | 0.8 |
Consumer Defensive | - | 2.61 |
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