DSP Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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DSP Midcap Fund - Regular Plan - Growth

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Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	DSP Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Fund	DSP Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹17762 Cr	₹11638 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	14 Nov 2006	19 Jul 2002
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	22%	45%
Expense Ratio	1.68	1.77
Manager	Vinit Sambre	Ratish Varier
ISIN Code	INF740K01128	INF903J01173
Exits Load	DSP Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	DSP Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	4.56%	4.42%
6 Month	-3.65%	-3.8%
1 Year	3.05%	8.1%
3 Year	22.88%	29.33%
5 Year	22.56%	29.48%

Scheme Name	DSP Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	10.46%	10.04%
1 Year	7.02%	8.7%
3 Year	20.04%	24.63%
5 Year	17.86%	24.01%

Scheme Name	DSP Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	13.25%	20.98%
3 Year	16.48%	18.62%
5 Year	16.47%	18.81%

Scheme Name	DSP Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	14.37%	16.453%
Sharp	0.81%	0.764%
Beta	0.98%	0.915%
Alpha	-5.22%	0.528%

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Scheme Name	DSP Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Name	Vinit Sambre	Ratish Varier
Total AUM	₹31142 Cr	₹12102 Cr
Funds Managed	3	3
	DSP Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Name	DSP Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	6.59	6.38
Mid Cap	67.01	65.33
Large Cap	10.82	15.27
Small Cap	15.58	13.03

Scheme Name	DSP Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	6.59	5.37
Retailing	1.09	-
Agricultural, Commercial & Construction Vehicles	0.6	-
IT - Software	7.53	-
Pharmaceuticals & Biotechnology	8.74	-
Healthcare Services	2.58	-
Banks	5.69	-
Petroleum Products	1.86	-
Chemicals & Petrochemicals	4.96	-
Transport Services	0.9	-
Gas	1.61	-
Finance	4.05	-
IT - Services	0.86	-
Industrial Products	8.09	-
Automobiles	1.46	-
Fertilizers & Agrochemicals	4.34	-
Insurance	3.29	-
Realty	2.46	-
Consumer Durables	4.67	-
Leisure Services	1.9	-
Oil	1.16	-
Construction	1.39	-
Capital Markets	2.09	-
Electrical Equipment	0.55	-
Telecom - Services	1.84	-
Auto Components	10.49	-
Food Products	1.29	-
Personal Products	1.68	-
Ferrous Metals	1.53	-
Textiles & Apparels	2.45	-
Cement & Cement Products	2.26	-
Industrials	-	14.82
Healthcare	-	11.03
Basic Materials	-	9.99
Consumer Cyclical	-	18.88
Real Estate	-	3.43
Energy	-	1.7
Financial Services	-	19.52
Communication Services	-	3.32
Consumer Defensive	-	3.4
Utilities	-	2.1
Technology	-	6.45