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) | ₹24488 Cr | ₹17762 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 | 2.15% | 2.58% |
6 Month | -8.84% | -6.83% |
1 Year | 14.09% | 7.02% |
3 Year | 26.71% | 15.72% |
5 Year | 35.6% | 21.51% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -5.19% | -0.99% |
1 Year | -10.03% | -9.01% |
3 Year | 26.05% | 16.57% |
5 Year | 29.56% | 16.15% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.45% | 13.63% |
3 Year | 18.47% | 16.56% |
5 Year | 13.83% | 16.41% |
Risk Management
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 18.728% | 14.37% |
Sharp | 1.047% | 0.47% |
Beta | 0.892% | 0.98% |
Alpha | 7.885% | -4.67% |
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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 | 23.08 | 4.82 |
Mid Cap | 69.66 | 67.05 |
Large Cap | 7.25 | 11.83 |
Small Cap | - | 16.3 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 23.08 | 4.82 |
Healthcare | 5 | 10.96 |
Technology | 34.02 | 10.74 |
Consumer Cyclical | 16.09 | 19.49 |
Industrials | 11.09 | 11.25 |
Utilities | 2.06 | 1.68 |
Real Estate | 2.8 | 2.99 |
Communication Services | 3.44 | 2.19 |
Basic Materials | 2.32 | 16.21 |
Financial Services | 0.09 | 13.74 |
Energy | - | 2.83 |
Consumer Defensive | - | 3.12 |
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