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DSP Midcap Fund vs Motilal Oswal Midcap Fund compare

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tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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tortoise-icon DSP Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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