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DSP Midcap Fund vs Motilal Oswal Midcap Fund compare

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tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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tortoise-icon DSP Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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