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DSP Midcap Fund vs SBI Magnum Midcap Fund compare
SBI Midcap Fund - Regular Plan - Growth
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹23360 Cr | ₹19855 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Mar 2005 | 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 | 10% | 22% |
| Expense Ratio | 1.67 | 1.68 |
| Manager | Pradeep Kesavan | Vinit Sambre |
| ISIN Code | INF200K01560 | INF740K01128 |
| Exits Load | SBI Magnum Midcap Fund - Regular Plan - 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 | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.38% | -1.36% |
| 6 Month | 1.05% | 4.79% |
| 1 Year | -2.7% | 0.83% |
| 3 Year | 16.33% | 19.17% |
| 5 Year | 20.67% | 16.15% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.24% | -0.14% |
| 1 Year | 3.86% | 11.27% |
| 3 Year | 10.93% | 15.63% |
| 5 Year | 14.74% | 15.48% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.28% | 12.5% |
| 3 Year | 16.32% | 16.79% |
| 5 Year | 17.15% | 16.75% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.14% | 16.10% |
| Sharp | 0.76% | 0.78% |
| Beta | 0.78% | 0.97% |
| Alpha | -2.61% | -2.97% |
Fund Managers
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Vinit Sambre |
| Total AUM | ₹434274 Cr | ₹31142 Cr |
| Funds Managed | 43 | 3 |
| SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.96 | 11.44 |
| Mid Cap | 70.32 | 59.98 |
| Large Cap | 6.41 | 13.29 |
| Small Cap | 12.31 | 15.3 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.87 | 5.18 |
| Financial Services | 27.05 | 20.73 |
| Basic Materials | 10.98 | 14.2 |
| Technology | 4.75 | 10.38 |
| Healthcare | 6.74 | 10.14 |
| Real Estate | 4.57 | 2.31 |
| Energy | 1.96 | 2.84 |
| Consumer Cyclical | 15.85 | 17.89 |
| Industrials | 13.3 | 11.56 |
| Communication Services | 1.72 | 2.38 |
| Consumer Defensive | 4.27 | 1.6 |
| Utilities | 4.93 | 0.78 |
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