DSP Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare
DSP Midcap Fund - Regular Plan - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | DSP Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 5.38% | 3.68% |
6 Month | -1.17% | -0.32% |
1 Year | 7.99% | 11.01% |
3 Year | 20.54% | 27.07% |
5 Year | 23.9% | 31.3% |
SIP Return Analysis
Scheme Name | DSP Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 6.58% | 6.45% |
1 Year | 2.36% | 5.41% |
3 Year | 19.86% | 24.99% |
5 Year | 17.79% | 24.28% |
Rolling Lumpsum Returns
Scheme Name | DSP Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.63% | 21.47% |
3 Year | 16.56% | 18.34% |
5 Year | 16.41% | 18.67% |
Risk Management
Scheme Name | DSP Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.37% | 16.453% |
Sharp | 0.58% | 0.764% |
Beta | 0.97% | 0.915% |
Alpha | -5.01% | 0.528% |
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Fund Managers
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 |
Market Cap
Scheme Name |
DSP Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 6.72 | 6.38 |
Mid Cap | 65.84 | 65.33 |
Large Cap | 11.78 | 15.27 |
Small Cap | 15.66 | 13.03 |
Sector Allocation
Scheme Name |
DSP Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 6.72 | 5.37 |
Retailing | 0.83 | - |
Agricultural, Commercial & Construction Vehicles | 0.62 | - |
IT - Software | 8.18 | - |
Pharmaceuticals & Biotechnology | 9.13 | - |
Healthcare Services | 2.14 | - |
Banks | 5.21 | - |
Petroleum Products | 1.99 | - |
Chemicals & Petrochemicals | 4.97 | - |
Transport Services | 0.94 | - |
Gas | 1.56 | - |
Finance | 4 | - |
IT - Services | 0.94 | - |
Industrial Products | 7.93 | - |
Automobiles | 2.05 | - |
Fertilizers & Agrochemicals | 4.61 | - |
Insurance | 2.97 | - |
Realty | 2.49 | - |
Consumer Durables | 4.44 | - |
Leisure Services | 1.89 | - |
Oil | 1.12 | - |
Construction | 1.35 | - |
Capital Markets | 1.94 | - |
Electrical Equipment | 0.56 | - |
Telecom - Services | 2.23 | - |
Auto Components | 9.99 | - |
Food Products | 1.41 | - |
Personal Products | 1.6 | - |
Ferrous Metals | 1.6 | - |
Textiles & Apparels | 2.36 | - |
Cement & Cement Products | 2.23 | - |
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 |
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