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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) | ₹5043 Cr | ₹19162 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 | 3.43% | 1.69% |
| 6 Month | 10.69% | 11.25% |
| 1 Year | 2.71% | 3.19% |
| 3 Year | 21.14% | 18.93% |
| 5 Year | 24.32% | 19.34% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.08% | 1.73% |
| 1 Year | 12.6% | 12.91% |
| 3 Year | 17.49% | 17.73% |
| 5 Year | 18.66% | 16.46% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.23% | 12.7% |
| 3 Year | 17.31% | 16.67% |
| 5 Year | 17.35% | 16.65% |
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 | 0.96% | 0.78% |
| Beta | 0.9% | 0.98% |
| Alpha | -0.61% | -3.25% |
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 | 5.89 | 9.83 |
| Mid Cap | 70.5 | 61.18 |
| Small Cap | 14.88 | 16.01 |
| Large Cap | 8.73 | 12.98 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.66 | 4.72 |
| Industrials | 19.77 | 13.21 |
| Basic Materials | 11.95 | 14.77 |
| Healthcare | 14.95 | 10.96 |
| Technology | 4.69 | 9.83 |
| Real Estate | 3.8 | 2.14 |
| Energy | 1.58 | 2.89 |
| Communication Services | 3.11 | 2.2 |
| Financial Services | 16.6 | 19.04 |
| Consumer Defensive | 3.17 | 1.82 |
| Utilities | 1.97 | 0.81 |
| Consumer Cyclical | 13.75 | 17.6 |
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