DSP Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4354 Cr | ₹18712 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Mar 2004 | 14 Nov 2006 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 69.98% | 22% |
Expense Ratio | 1.87 | 1.68 |
Manager | Satish Chandra Mishra | Vinit Sambre |
ISIN Code | INF277K01626 | INF740K01128 |
Exits Load | Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.25% | 2.25% |
6 Month | -0.5% | -1.02% |
1 Year | -2.47% | 1.04% |
3 Year | 26.47% | 24.05% |
5 Year | 26.6% | 21.99% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.79% | 7.66% |
1 Year | 2.92% | 4.6% |
3 Year | 19.93% | 19.65% |
5 Year | 20.77% | 17.73% |
Rolling Lumpsum Returns
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.93% | 13.25% |
3 Year | 16.85% | 16.48% |
5 Year | 17.17% | 16.47% |
Risk Management
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.05% | 14.37% |
Sharp | 0.98% | 0.81% |
Beta | 0.9% | 0.98% |
Alpha | -2.33% | -5.22% |
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Fund Managers
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Name | Satish Chandra Mishra | Vinit Sambre |
Total AUM | ₹13117 Cr | ₹31142 Cr |
Funds Managed | 5 | 3 |
Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.64 | 6.59 |
Mid Cap | 67.35 | 67.01 |
Small Cap | 15.67 | 15.58 |
Large Cap | 8.34 | 10.82 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.64 | 6.59 |
Fertilizers & Agrochemicals | 3.31 | 4.34 |
Industrial Products | 5.81 | 8.09 |
Cement & Cement Products | 4.33 | 2.26 |
Healthcare Services | 2.94 | 2.58 |
Chemicals & Petrochemicals | 1.86 | 4.96 |
Pharmaceuticals & Biotechnology | 12.48 | 8.74 |
Realty | 4.4 | 2.46 |
Petroleum Products | 1.51 | 1.86 |
Finance | 5.39 | 4.05 |
Telecom - Services | 3.55 | 1.84 |
Electrical Equipment | 2.16 | 0.55 |
Banks | 5.9 | 5.69 |
Insurance | 6.27 | 3.29 |
Construction | 0.88 | 1.39 |
Gas | 1.92 | 1.61 |
Agricultural, Commercial & Construction Vehicles | 1.18 | 0.6 |
Consumer Durables | 2.3 | 4.67 |
IT - Software | 4.39 | 7.53 |
Aerospace & Defense | 1.12 | - |
Auto Components | 5.56 | 10.49 |
Leisure Services | 3.78 | 1.9 |
Diversified | 0.67 | - |
Agricultural Food & other Products | 1.14 | - |
Transport Infrastructure | 3.17 | - |
Ferrous Metals | 0.99 | 1.53 |
Textiles & Apparels | 2.07 | 2.45 |
Transport Services | 0.5 | 0.9 |
Power | 0.68 | - |
Commercial Services & Supplies | 1.1 | - |
Retailing | - | 1.09 |
IT - Services | - | 0.86 |
Automobiles | - | 1.46 |
Oil | - | 1.16 |
Capital Markets | - | 2.09 |
Food Products | - | 1.29 |
Personal Products | - | 1.68 |
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