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DSP Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon DSP Midcap Fund - Regular Plan - Growth

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tortoise-icon 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

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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