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 | 2.58% | 3.02% |
6 Month | -6.83% | -5.98% |
1 Year | 7.02% | 10.38% |
3 Year | 15.72% | 22.14% |
5 Year | 21.51% | 28.64% |
SIP Return Analysis
Scheme Name | DSP Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -0.99% | -0.12% |
1 Year | -9.01% | -5.04% |
3 Year | 16.57% | 22.46% |
5 Year | 16.15% | 23.06% |
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 | 0.47% | 0.764% |
Beta | 0.98% | 0.915% |
Alpha | -4.67% | 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 | 4.82 | 6.38 |
Mid Cap | 67.05 | 65.33 |
Large Cap | 11.83 | 15.27 |
Small Cap | 16.3 | 13.03 |
Sector Allocation
Scheme Name |
DSP Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 4.82 | 5.37 |
Consumer Cyclical | 19.49 | 18.88 |
Industrials | 11.25 | 14.82 |
Technology | 10.74 | 6.45 |
Healthcare | 10.96 | 11.03 |
Financial Services | 13.74 | 19.52 |
Basic Materials | 16.21 | 9.99 |
Energy | 2.83 | 1.7 |
Utilities | 1.68 | 2.1 |
Real Estate | 2.99 | 3.43 |
Communication Services | 2.19 | 3.32 |
Consumer Defensive | 3.12 | 3.4 |
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