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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) | ₹22012 Cr | ₹19037 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 | 0.16% | 0.04% |
| 6 Month | 4.06% | 15.72% |
| 1 Year | -6.37% | -2.78% |
| 3 Year | 15.99% | 19.97% |
| 5 Year | 25.63% | 19.62% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.96% | 2.72% |
| 1 Year | 2.11% | 14.24% |
| 3 Year | 11.88% | 17.75% |
| 5 Year | 15.66% | 16.29% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.53% | 12.7% |
| 3 Year | 16.37% | 16.67% |
| 5 Year | 16.75% | 16.65% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.63% | 14.37% |
| Sharp | 0.68% | 0.78% |
| Beta | 0.78% | 0.98% |
| Alpha | -3.57% | -3.25% |
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 | 9.77 | 11.16 |
| Mid Cap | 68.08 | 61.64 |
| Large Cap | 6.73 | 10.84 |
| Small Cap | 15.41 | 16.37 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.52 | 5.77 |
| Financial Services | 25.82 | 16.96 |
| Basic Materials | 13.05 | 15.12 |
| Technology | 3.46 | 10.53 |
| Healthcare | 9.48 | 11.26 |
| Real Estate | 4.49 | 2.08 |
| Energy | 1.28 | 2.51 |
| Consumer Cyclical | 17.55 | 16.73 |
| Industrials | 11.05 | 13.89 |
| Communication Services | 1.54 | 1.73 |
| Consumer Defensive | 4.14 | 2.61 |
| Utilities | 2.62 | 0.8 |
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