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) | ₹30401 Cr | ₹18712 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 | 5.53% | 3.74% |
6 Month | -7.8% | -0.36% |
1 Year | 10.02% | 3.58% |
3 Year | 35.55% | 23.69% |
5 Year | 36.9% | 22.33% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 10.63% | 12.24% |
1 Year | 7.95% | 11.3% |
3 Year | 30.14% | 21.45% |
5 Year | 31.36% | 18.67% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.18% | 13.25% |
3 Year | 19.42% | 16.48% |
5 Year | 14.18% | 16.47% |
Risk Management
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 18.20% | 14.37% |
Sharp | 1.26% | 0.81% |
Beta | 0.86% | 0.98% |
Alpha | 7.09% | -5.22% |
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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 | 25.19 | 12.33 |
Mid Cap | 65.75 | 60.83 |
Large Cap | 9.05 | 10.35 |
Small Cap | - | 16.49 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 25.19 | 7.82 |
Healthcare | 4.44 | 10.95 |
Technology | 29.87 | 10.07 |
Consumer Cyclical | 16.01 | 17.14 |
Industrials | 15.27 | 13.69 |
Utilities | 0.24 | 0.9 |
Real Estate | 2.81 | 2.14 |
Communication Services | 4.06 | 1.73 |
Basic Materials | 2 | 14.73 |
Financial Services | 0.09 | 15.27 |
Energy | - | 2.79 |
Consumer Defensive | - | 2.78 |
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