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) | ₹38003 Cr | ₹19855 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 | -1.14% | 0.64% |
| 6 Month | -0.05% | 4.66% |
| 1 Year | -8.36% | 3.6% |
| 3 Year | 26.04% | 20.32% |
| 5 Year | 29.1% | 17% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.65% | -0.14% |
| 1 Year | 1.66% | 11.27% |
| 3 Year | 18.52% | 15.63% |
| 5 Year | 23.61% | 15.48% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.65% | 12.5% |
| 3 Year | 20.83% | 16.79% |
| 5 Year | 14.84% | 16.75% |
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% | 0.84% |
| Beta | 0.91% | 0.97% |
| Alpha | 3.59% | -3.1% |
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 | 17.44 | 11.44 |
| Mid Cap | 61.87 | 59.98 |
| Large Cap | 20.69 | 13.29 |
| Small Cap | - | 15.3 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.52 | 5.18 |
| Healthcare | 1.61 | 10.14 |
| Financial Services | 11.71 | 20.73 |
| Technology | 37.64 | 10.38 |
| Consumer Cyclical | 18.46 | 17.89 |
| Communication Services | 8.74 | 2.38 |
| Industrials | 11.9 | 11.56 |
| Real Estate | 2.43 | 2.31 |
| Energy | - | 2.84 |
| Basic Materials | - | 14.2 |
| Utilities | - | 0.78 |
| Consumer Defensive | - | 1.6 |
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