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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) | ₹19331 Cr | ₹12501 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 | 3.57% | 2.67% |
| 6 Month | 20.56% | 20.61% |
| 1 Year | -2.48% | -0.5% |
| 3 Year | 17.44% | 21.63% |
| 5 Year | 19.78% | 26.65% |
SIP Return Analysis
| Scheme Name | DSP Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.77% | 5.36% |
| 1 Year | 14.32% | 14.63% |
| 3 Year | 18.93% | 22.94% |
| 5 Year | 16.95% | 22.54% |
Rolling Lumpsum Returns
| Scheme Name | DSP Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.99% | 20.64% |
| 3 Year | 16.58% | 18.9% |
| 5 Year | 16.55% | 18.91% |
Risk Management
| Scheme Name | DSP Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.37% | 15.01% |
| Sharp | 0.74% | 0.98% |
| Beta | 0.98% | 0.90% |
| Alpha | -3.04% | 1.38% |
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 | 10.64 | 8.46 |
| Mid Cap | 62.5 | 66.65 |
| Large Cap | 11.01 | 10.65 |
| Small Cap | 15.84 | 14.24 |
Sector Allocation
| Scheme Name |
DSP Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.65 | 5.49 |
| Consumer Cyclical | 17.69 | 17.91 |
| Industrials | 13.66 | 14.27 |
| Technology | 10.49 | 5.61 |
| Healthcare | 11.16 | 11.57 |
| Financial Services | 15.46 | 19.28 |
| Energy | 2.76 | 2.04 |
| Basic Materials | 15.9 | 11.06 |
| Utilities | 0.81 | 2.59 |
| Real Estate | 2.02 | 3.59 |
| Communication Services | 1.73 | 2.32 |
| Consumer Defensive | 2.67 | 4.27 |
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