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 | -3.34% | 1.05% |
| 6 Month | -4.44% | 1.86% |
| 1 Year | -10.35% | 4.04% |
| 3 Year | 25.69% | 20.67% |
| 5 Year | 26.96% | 15.68% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.28% | 1.88% |
| 1 Year | 1.3% | 15.27% |
| 3 Year | 16.96% | 15.7% |
| 5 Year | 22.44% | 15.39% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.58% | 12.48% |
| 3 Year | 20.9% | 16.81% |
| 5 Year | 14.89% | 16.73% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.31% | 14.37% |
| Sharp | 1.07% | 0.84% |
| Beta | 0.91% | 0.97% |
| Alpha | 3.46% | -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 | 7.53 | 5.18 |
| Large Cap | 17.33 | 12.28 |
| Mid Cap | 75.15 | 68.65 |
| Small Cap | - | 13.89 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.53 | 5.18 |
| Healthcare Services | 1.61 | 2.91 |
| Capital Markets | 3.83 | 3.49 |
| IT - Software | 19.95 | 8.43 |
| Consumer Durables | 16.05 | 4.48 |
| Telecom - Services | 8.74 | 2.38 |
| Financial Technology (Fintech) | 8.34 | - |
| Industrial Products | 9.33 | 8.46 |
| Finance | 7.36 | 8.35 |
| Retailing | 10.47 | 2.67 |
| Realty | 2.43 | 2.31 |
| Industrial Manufacturing | 1.81 | - |
| Auto Components | 2.56 | 9.37 |
| Pharmaceuticals & Biotechnology | - | 6.77 |
| Banks | - | 6.37 |
| Petroleum Products | - | 1.81 |
| Chemicals & Petrochemicals | - | 4.18 |
| Automobiles | - | 2.37 |
| Transport Services | - | 0.29 |
| Gas | - | 0.78 |
| IT - Services | - | 0.8 |
| Fertilizers & Agrochemicals | - | 4.9 |
| Insurance | - | 2.53 |
| Leisure Services | - | 0.53 |
| Oil | - | 1.04 |
| Construction | - | 1.49 |
| Electrical Equipment | - | 0.8 |
| Food Products | - | 0.52 |
| Personal Products | - | 1.08 |
| Ferrous Metals | - | 2.3 |
| Textiles & Apparels | - | 1.83 |
| Cement & Cement Products | - | 1.58 |
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