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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) | ₹4946 Cr | ₹19331 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 | 2.89% | 3.27% |
| 6 Month | 18.74% | 21.86% |
| 1 Year | -4.58% | -2.72% |
| 3 Year | 19.36% | 17.71% |
| 5 Year | 23.74% | 18.95% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.67% | 5.77% |
| 1 Year | 12.03% | 14.32% |
| 3 Year | 18.5% | 18.93% |
| 5 Year | 19.23% | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.58% | 12.99% |
| 3 Year | 17.11% | 16.58% |
| 5 Year | 17.28% | 16.55% |
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 | 0.89% | 0.74% |
| Beta | 0.9% | 0.98% |
| Alpha | -0.74% | -3.04% |
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 | 5.6 | 10.64 |
| Mid Cap | 69.81 | 62.5 |
| Small Cap | 15.99 | 15.84 |
| Large Cap | 8.59 | 11.01 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.6 | 5.65 |
| Industrials | 19.74 | 13.66 |
| Basic Materials | 13.11 | 15.9 |
| Healthcare | 14.69 | 11.16 |
| Real Estate | 3.98 | 2.02 |
| Energy | 1.51 | 2.76 |
| Communication Services | 3.26 | 1.73 |
| Financial Services | 16.26 | 15.46 |
| Utilities | 2 | 0.81 |
| Consumer Cyclical | 13.37 | 17.69 |
| Technology | 4.09 | 10.49 |
| Consumer Defensive | 2.39 | 2.67 |
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