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) | ₹37501 Cr | ₹19609 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 | -0.84% | - |
| 6 Month | 2.1% | 4.02% |
| 1 Year | -8.17% | 0.49% |
| 3 Year | 24.62% | 18.46% |
| 5 Year | 29.28% | 16.49% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.08% | 2.49% |
| 1 Year | 8.37% | 16.24% |
| 3 Year | 21.83% | 17.39% |
| 5 Year | 25.5% | 16.34% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.72% | 12.58% |
| 3 Year | 20.79% | 16.76% |
| 5 Year | 14.82% | 16.76% |
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% | 0.81% |
| Beta | 0.91% | 0.97% |
| Alpha | 3.53% | -3.56% |
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 | 22.09 | 3.98 |
| Mid Cap | 57.68 | 68.12 |
| Large Cap | 20.22 | 13.05 |
| Small Cap | - | 14.85 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 12.78 | 3.98 |
| Healthcare | 1.61 | - |
| Industrials | 12.61 | - |
| Technology | 40.62 | - |
| Consumer Cyclical | 22.89 | - |
| Communication Services | 3.47 | - |
| Financial Services | 3.46 | - |
| Real Estate | 2.56 | - |
| Retailing | - | 2.64 |
| IT - Software | - | 8.09 |
| Pharmaceuticals & Biotechnology | - | 7.32 |
| Healthcare Services | - | 3.23 |
| Banks | - | 5.96 |
| Petroleum Products | - | 1.9 |
| Chemicals & Petrochemicals | - | 4.26 |
| Automobiles | - | 2.2 |
| Transport Services | - | 0.32 |
| Finance | - | 8.27 |
| Gas | - | 0.82 |
| IT - Services | - | 0.84 |
| Industrial Products | - | 9.24 |
| Fertilizers & Agrochemicals | - | 4.66 |
| Insurance | - | 2.32 |
| Realty | - | 2.26 |
| Consumer Durables | - | 4.67 |
| Leisure Services | - | 0.56 |
| Oil | - | 1.1 |
| Construction | - | 1.65 |
| Capital Markets | - | 3.41 |
| Electrical Equipment | - | 0.76 |
| Telecom - Services | - | 2.35 |
| Auto Components | - | 9.44 |
| Food Products | - | 0.55 |
| Personal Products | - | 1.11 |
| Ferrous Metals | - | 2.38 |
| Textiles & Apparels | - | 1.99 |
| Cement & Cement Products | - | 1.72 |
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