Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

DSP Midcap Fund vs Edelweiss Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon DSP Midcap Fund - Regular Plan - Growth

Invest Now

tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹17762 Cr ₹8268 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 14 Nov 2006 26 Dec 2007
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 22% 43%
Expense Ratio 1.68 1.73
Manager Vinit Sambre Trideep Bhattacharya
ISIN Code INF740K01128 INF843K01013
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 Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 7.74% 8.1%
6 Month -15.46% -12.24%
1 Year 9.52% 13.83%
3 Year 14.46% 21.46%
5 Year 24.44% 35.18%

SIP Return Analysis

Scheme Name DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month -7.95% -7.47%
1 Year -13.55% -7.67%
3 Year 15.48% 23.4%
5 Year 15.9% 25.27%

Rolling Lumpsum Returns

Scheme Name DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 13.63% 16.08%
3 Year 16.56% 20.39%
5 Year 16.41% 20.04%

Risk Management

Scheme Name DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 14.37% 15.57%
Sharp 0.41% 0.992%
Beta 0.96% 0.906%
Alpha -5.6% 1.762%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Name Vinit Sambre Trideep Bhattacharya
Total AUM ₹31142 Cr ₹0 Cr
Funds Managed 3 9
DSP Midcap Fund - Regular Plan - Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Midcap Fund - Regular Plan - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 4.94 4.44
Mid Cap 66.51 72.33
Large Cap 12.1 9.66
Small Cap 16.45 13.57

Sector Allocation

Scheme Name

DSP Midcap Fund - Regular Plan - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 4.94 3.54
Consumer Cyclical 19.16 17.24
Industrials 12.95 14.33
Technology 10.06 11.5
Healthcare 10.4 12.6
Financial Services 13.64 20.96
Basic Materials 15.95 7.86
Energy 3.09 1.35
Utilities 2.04 0
Real Estate 2.83 3.84
Communication Services 2.03 1.79
Consumer Defensive 2.91 4.99

Top Comparisons

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.04%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.04%

Compare Now

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns11.94%

VS

Edelweiss Focused Fund - Regular Plan - Growth Edelweiss Focused Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

HDFC Large Cap Fund - Growth Option - Regular Plan HDFC Large Cap Fund - Growth Option - Regular Plan

3Y Returns14.9%

VS

Sundaram Large Cap Fund Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth

3Y Returns10.4%

Compare Now

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns18.96%

VS

Mirae Asset Focused Fund Regular Plan Growth Mirae Asset Focused Fund Regular Plan Growth

3Y Returns6.55%

Compare Now
Add to Cart Successfully