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) | ₹34749 Cr | ₹19162 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 | 2.43% | 1.57% |
| 6 Month | 9.51% | 12.05% |
| 1 Year | 0.51% | 4.28% |
| 3 Year | 24.76% | 18.74% |
| 5 Year | 32.06% | 19.01% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.54% | 2.74% |
| 1 Year | 7.72% | 14.9% |
| 3 Year | 23.3% | 17.7% |
| 5 Year | 26.33% | 16.3% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.24% | 12.7% |
| 3 Year | 20.42% | 16.67% |
| 5 Year | 14.63% | 16.65% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.71% | 14.37% |
| Sharp | 1.02% | 0.78% |
| Beta | 0.91% | 0.98% |
| Alpha | 3.53% | -3.25% |
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 | 18.03 | - |
| Mid Cap | 59.27 | 68 |
| Large Cap | 22.7 | 16.8 |
| Small Cap | - | 15.2 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.99 | 4.69 |
| Healthcare | 1.69 | - |
| Technology | 39.79 | - |
| Industrials | 16.82 | - |
| Consumer Cyclical | 23.94 | - |
| Communication Services | 3.22 | - |
| Financial Services | 3.15 | - |
| Real Estate | 2.39 | - |
| Retailing | - | 1.61 |
| Agricultural, Commercial & Construction Vehicles | - | 0.09 |
| IT - Software | - | 7.61 |
| Pharmaceuticals & Biotechnology | - | 7.83 |
| Healthcare Services | - | 3.13 |
| Banks | - | 5.41 |
| Petroleum Products | - | 1.82 |
| Chemicals & Petrochemicals | - | 4.32 |
| Automobiles | - | 2.21 |
| Transport Services | - | 0.72 |
| Finance | - | 8.15 |
| Gas | - | 0.81 |
| IT - Services | - | 0.85 |
| Industrial Products | - | 9.28 |
| Fertilizers & Agrochemicals | - | 4.99 |
| Insurance | - | 2.42 |
| Realty | - | 2.14 |
| Consumer Durables | - | 4.79 |
| Leisure Services | - | 0.66 |
| Oil | - | 1.07 |
| Construction | - | 1.69 |
| Capital Markets | - | 3.07 |
| Electrical Equipment | - | 0.74 |
| Telecom - Services | - | 2.2 |
| Auto Components | - | 9.64 |
| Food Products | - | 0.68 |
| Personal Products | - | 1.14 |
| Ferrous Metals | - | 2.43 |
| Textiles & Apparels | - | 2.02 |
| Cement & Cement Products | - | 1.79 |
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