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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) | ₹23036 Cr | ₹19609 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 | 0.94% | 0.7% |
| 6 Month | 1.44% | 5.52% |
| 1 Year | 1.23% | 4.18% |
| 3 Year | 16.79% | 19.5% |
| 5 Year | 22.29% | 16.92% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.41% | 2.49% |
| 1 Year | 8.77% | 16.24% |
| 3 Year | 12.75% | 17.39% |
| 5 Year | 15.85% | 16.34% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.36% | 12.59% |
| 3 Year | 16.36% | 16.76% |
| 5 Year | 17.07% | 16.76% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.63% | 14.37% |
| Sharp | 0.78% | 0.81% |
| Beta | 0.78% | 0.97% |
| Alpha | -3.01% | -3.56% |
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 | 9.47 | 9.92 |
| Mid Cap | 67.45 | 60.36 |
| Large Cap | 8.22 | 13.95 |
| Small Cap | 14.86 | 15.78 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.5 | 4.43 |
| Financial Services | 25.56 | 19.97 |
| Basic Materials | 11.39 | 14.33 |
| Technology | 2.57 | 10.18 |
| Healthcare | 9.2 | 10.54 |
| Real Estate | 4.84 | 2.26 |
| Energy | 2.07 | 3 |
| Consumer Cyclical | 16.83 | 17.87 |
| Industrials | 12.03 | 12.57 |
| Communication Services | 1.58 | 2.35 |
| Consumer Defensive | 4.52 | 1.66 |
| Utilities | 4.93 | 0.82 |
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