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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 | 3.6% | 2.02% |
| 6 Month | 2.52% | 8.09% |
| 1 Year | 3.34% | 6.98% |
| 3 Year | 16.75% | 19.52% |
| 5 Year | 24.37% | 18.3% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.35% | 1.83% |
| 1 Year | 7.19% | 15.41% |
| 3 Year | 12.71% | 17.37% |
| 5 Year | 15.76% | 16.13% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.45% | 12.66% |
| 3 Year | 16.32% | 16.73% |
| 5 Year | 17.01% | 16.74% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.17% | 16.12% |
| Sharp | 0.72% | 0.76% |
| Beta | 0.78% | 0.97% |
| Alpha | -3.13% | -3.43% |
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 | 11.51 | 9.83 |
| Mid Cap | 65.05 | 61.18 |
| Large Cap | 6.8 | 12.98 |
| Small Cap | 16.64 | 16.01 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.32 | 4.72 |
| Financial Services | 25.65 | 19.04 |
| Basic Materials | 11.85 | 14.77 |
| Technology | 3.65 | 9.83 |
| Healthcare | 8.66 | 10.96 |
| Real Estate | 4.48 | 2.14 |
| Energy | 1.5 | 2.89 |
| Consumer Cyclical | 18.1 | 17.6 |
| Industrials | 11.3 | 13.21 |
| Communication Services | 1.54 | 2.2 |
| Consumer Defensive | 4.37 | 1.82 |
| Utilities | 2.58 | 0.81 |
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