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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 | 0.43% | 0.1% |
| 6 Month | -3.31% | -0.37% |
| 1 Year | -0.11% | 3.24% |
| 3 Year | 17.16% | 19.58% |
| 5 Year | 18.87% | 14.75% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.49% | 0.77% |
| 1 Year | 4.95% | 11.68% |
| 3 Year | 9.85% | 14.2% |
| 5 Year | 13.78% | 14.55% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.19% | 12.46% |
| 3 Year | 16.39% | 16.82% |
| 5 Year | 17.23% | 16.72% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.63% | 14.37% |
| Sharp | 0.87% | 0.86% |
| Beta | 0.78% | 0.97% |
| Alpha | -2.2% | -3.06% |
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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