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) | ₹33609 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 | 0.39% | -0.22% |
6 Month | 15.02% | 20.39% |
1 Year | 0.15% | -3.29% |
3 Year | 28.06% | 17.94% |
5 Year | 32.11% | 18.58% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.55% | 3.11% |
1 Year | 3.34% | 6.89% |
3 Year | 25.19% | 17.48% |
5 Year | 28.17% | 16.38% |
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 | 17.44% | 14.37% |
Sharp | 1.21% | 0.86% |
Beta | 0.86% | 0.98% |
Alpha | 6.06% | -4.05% |
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 | 27.32 | 10.64 |
Mid Cap | 59.26 | 62.5 |
Large Cap | 13.42 | 11.01 |
Small Cap | - | 15.84 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 17.96 | 5.65 |
Healthcare | 3.7 | 11.16 |
Technology | 34.22 | 10.49 |
Industrials | 18.95 | 13.66 |
Real Estate | 2.03 | 2.02 |
Consumer Cyclical | 16.7 | 17.69 |
Communication Services | 3.85 | 1.73 |
Financial Services | 2.6 | 15.46 |
Energy | - | 2.76 |
Basic Materials | - | 15.9 |
Utilities | - | 0.81 |
Consumer Defensive | - | 2.67 |
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