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DSP Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Fund Regular Plan- Growth Option
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Mid Cap Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹5420 Cr | ₹19855 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 Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.56% | -2.44% |
| 6 Month | 2.84% | -1% |
| 1 Year | 5.46% | 0.84% |
| 3 Year | 21.82% | 19.4% |
| 5 Year | 20.62% | 15.8% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.53% | 0.8% |
| 1 Year | 17.45% | 12.51% |
| 3 Year | 16.72% | 15.29% |
| 5 Year | 18.25% | 15.3% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.69% | 12.5% |
| 3 Year | 17.65% | 16.79% |
| 5 Year | 17.5% | 16.75% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.05% | 14.37% |
| Sharp | 1.02% | 0.84% |
| Beta | 0.9% | 0.97% |
| Alpha | -0.5% | -3.1% |
Fund Managers
| Scheme Name | Tata Mid Cap 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 Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.76 | 11.44 |
| Mid Cap | 68.63 | 59.98 |
| Small Cap | 11.59 | 15.3 |
| Large Cap | 8.01 | 13.29 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.59 | 5.18 |
| Industrials | 15.66 | 11.56 |
| Basic Materials | 11.85 | 14.2 |
| Healthcare | 12.86 | 10.14 |
| Technology | 5.17 | 10.38 |
| Real Estate | 2.48 | 2.31 |
| Energy | 1.52 | 2.84 |
| Financial Services | 19.83 | 20.73 |
| Communication Services | 2.89 | 2.38 |
| Consumer Defensive | 3.98 | 1.6 |
| Utilities | 1.81 | 0.78 |
| Consumer Cyclical | 13.36 | 17.89 |
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