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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) | ₹22546 Cr | ₹19559 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 | -5.99% | -2.76% |
| 6 Month | 3.3% | 10.65% |
| 1 Year | -3.9% | -1.45% |
| 3 Year | 15.35% | 17.87% |
| 5 Year | 25.44% | 19.63% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.31% | 6.51% |
| 1 Year | -5.78% | 4.1% |
| 3 Year | 11.72% | 16.92% |
| 5 Year | 16.51% | 15.91% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.86% | 12.99% |
| 3 Year | 16.51% | 16.58% |
| 5 Year | 16.65% | 16.55% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.63% | 14.37% |
| Sharp | 0.89% | 0.86% |
| Beta | 0.78% | 0.98% |
| Alpha | -2.52% | -4.05% |
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 | 7.51 | 11.67 |
| Mid Cap | 71.67 | 61.91 |
| Large Cap | 5.73 | 10.34 |
| Small Cap | 15.1 | 16.08 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.9 | 6.38 |
| Financial Services | 22.88 | 15.95 |
| Basic Materials | 11.19 | 15.43 |
| Technology | 4.74 | 10.15 |
| Healthcare | 12.18 | 10.62 |
| Consumer Cyclical | 17.16 | 17.83 |
| Real Estate | 4.2 | 2.08 |
| Energy | 1.41 | 2.79 |
| Industrials | 11.49 | 13.49 |
| Communication Services | 1.81 | 1.79 |
| Consumer Defensive | 4.06 | 2.62 |
| Utilities | 2.96 | 0.86 |
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