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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) | ₹19855 Cr | ₹13345 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 | -1.99% | -2.18% |
| 6 Month | 2.24% | 3.93% |
| 1 Year | -0.58% | 0.76% |
| 3 Year | 18.8% | 23.02% |
| 5 Year | 15.89% | 22.56% |
SIP Return Analysis
| Scheme Name | DSP Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.86% | 1.95% |
| 1 Year | 14.79% | 17.69% |
| 3 Year | 15.97% | 20.39% |
| 5 Year | 15.38% | 20.82% |
Rolling Lumpsum Returns
| Scheme Name | DSP Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.5% | 20.02% |
| 3 Year | 16.79% | 19.49% |
| 5 Year | 16.75% | 19.08% |
Risk Management
| Scheme Name | DSP Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.37% | 13.35% |
| Sharp | 0.84% | 1.14% |
| Beta | 0.97% | 0.93% |
| Alpha | -3.1% | 1.35% |
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 | 11.44 | 9.41 |
| Mid Cap | 59.98 | 67.5 |
| Large Cap | 13.29 | 10.07 |
| Small Cap | 15.3 | 13.03 |
Sector Allocation
| Scheme Name |
DSP Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.18 | 5.74 |
| Consumer Cyclical | 17.89 | 15.93 |
| Technology | 10.38 | 6.13 |
| Healthcare | 10.14 | 10.33 |
| Financial Services | 20.73 | 21.47 |
| Energy | 2.84 | 2.11 |
| Basic Materials | 14.2 | 9.51 |
| Industrials | 11.56 | 14.16 |
| Utilities | 0.78 | 2.32 |
| Real Estate | 2.31 | 3.71 |
| Communication Services | 2.38 | 2.49 |
| Consumer Defensive | 1.6 | 6.1 |
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