DSP Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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)	₹19162 Cr	₹12585 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	1.69%	4.53%
6 Month	11.25%	12.95%
1 Year	3.19%	6.1%
3 Year	18.93%	24.2%
5 Year	19.34%	27.02%

SIP Return Analysis

Scheme Name	DSP Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	0.77%	0.7%
1 Year	10.91%	10.52%
3 Year	16.32%	19.82%
5 Year	15.49%	20.59%

Rolling Lumpsum Returns

Scheme Name	DSP Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	12.7%	20.33%
3 Year	16.67%	19.02%
5 Year	16.65%	18.97%

Risk Management

Scheme Name	DSP Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	16.12%	15.06%
Sharp	0.76%	1.09%
Beta	0.97%	0.93%
Alpha	-3.43%	1.50%

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	9.83	6.89
Mid Cap	61.18	67.99
Large Cap	12.98	10.91
Small Cap	16.01	14.22

Sector Allocation

Scheme Name	DSP Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	4.72	3.87
Consumer Cyclical	17.6	17.35
Industrials	13.21	14.8
Technology	9.83	5.48
Healthcare	10.96	11.72
Financial Services	19.04	19.58
Energy	2.89	2.16
Basic Materials	14.77	10.47
Utilities	0.81	2.52
Real Estate	2.14	3.58
Communication Services	2.2	2.15
Consumer Defensive	1.82	6.31

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