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 | 1.63% | 4.56% |
6 Month | -12.12% | -3.65% |
1 Year | 10.77% | 3.05% |
3 Year | 35.19% | 22.88% |
5 Year | 36.55% | 22.56% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.6% | 10.46% |
1 Year | 1.44% | 7.02% |
3 Year | 27.88% | 20.04% |
5 Year | 30.19% | 17.86% |
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 | 18.728% | 14.37% |
Sharp | 1.047% | 0.81% |
Beta | 0.892% | 0.98% |
Alpha | 7.885% | -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 | 23.08 | 6.59 |
Mid Cap | 69.66 | 67.01 |
Large Cap | 7.25 | 10.82 |
Small Cap | - | 15.58 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 23.08 | 6.59 |
Healthcare | 5 | - |
Technology | 34.02 | - |
Consumer Cyclical | 16.09 | - |
Industrials | 11.09 | - |
Utilities | 2.06 | - |
Real Estate | 2.8 | - |
Communication Services | 3.44 | - |
Basic Materials | 2.32 | - |
Financial Services | 0.09 | - |
Retailing | - | 1.09 |
Agricultural, Commercial & Construction Vehicles | - | 0.6 |
IT - Software | - | 7.53 |
Pharmaceuticals & Biotechnology | - | 8.74 |
Healthcare Services | - | 2.58 |
Banks | - | 5.69 |
Petroleum Products | - | 1.86 |
Chemicals & Petrochemicals | - | 4.96 |
Transport Services | - | 0.9 |
Gas | - | 1.61 |
Finance | - | 4.05 |
IT - Services | - | 0.86 |
Industrial Products | - | 8.09 |
Automobiles | - | 1.46 |
Fertilizers & Agrochemicals | - | 4.34 |
Insurance | - | 3.29 |
Realty | - | 2.46 |
Consumer Durables | - | 4.67 |
Leisure Services | - | 1.9 |
Oil | - | 1.16 |
Construction | - | 1.39 |
Capital Markets | - | 2.09 |
Electrical Equipment | - | 0.55 |
Telecom - Services | - | 1.84 |
Auto Components | - | 10.49 |
Food Products | - | 1.29 |
Personal Products | - | 1.68 |
Ferrous Metals | - | 1.53 |
Textiles & Apparels | - | 2.45 |
Cement & Cement Products | - | 2.26 |
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