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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 | ₹19331 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 | -5.83% | -2.63% |
| 6 Month | 6.04% | 14.74% |
| 1 Year | -3.15% | 0.14% |
| 3 Year | 15.32% | 17.91% |
| 5 Year | 25.73% | 19.78% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.34% | 5.12% |
| 1 Year | -5.12% | 5.57% |
| 3 Year | 11.97% | 17.47% |
| 5 Year | 16.58% | 16.24% |
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 | 8.69 | 10.64 |
| Mid Cap | 70.43 | 62.5 |
| Large Cap | 6.75 | 11.01 |
| Small Cap | 14.13 | 15.84 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.06 | 5.65 |
| Financial Services | 25.19 | 15.46 |
| Basic Materials | 11.77 | 15.9 |
| Technology | 4.75 | 10.49 |
| Healthcare | 9.95 | 11.16 |
| Consumer Cyclical | 17.47 | 17.69 |
| Real Estate | 4.48 | 2.02 |
| Energy | 1.39 | 2.76 |
| Industrials | 11.51 | 13.66 |
| Communication Services | 1.61 | 1.73 |
| Consumer Defensive | 4.09 | 2.67 |
| Utilities | 2.73 | 0.81 |
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