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DSP Midcap Fund vs HDFC Mid compare

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tortoise-icon HDFC Mid-Cap Opportunities Fund - Growth Plan

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tortoise-icon DSP Midcap Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan DSP Midcap Fund - Regular Plan - Growth
Fund HDFC Mid-Cap Opportunities Fund - Growth Plan DSP Midcap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹73510 Cr ₹17762 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Jun 2007 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 14.6% 22%
Expense Ratio 1.39 1.68
Manager Dhruv Muchhal Vinit Sambre
ISIN Code INF179K01CR2 INF740K01128
Exits Load HDFC Mid-Cap Opportunities Fund - 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 HDFC Mid-Cap Opportunities Fund - Growth Plan DSP Midcap Fund - Regular Plan - Growth
1 Month 5.37% 6.63%
6 Month -12.26% -16.32%
1 Year 7.73% 9.19%
3 Year 23.2% 14.09%
5 Year 34.94% 24.2%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan DSP Midcap Fund - Regular Plan - Growth
6 Month -6.14% -7.95%
1 Year -8.3% -13.55%
3 Year 22.55% 15.48%
5 Year 25.67% 15.9%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan DSP Midcap Fund - Regular Plan - Growth
1 Year 15.63% 13.63%
3 Year 19.73% 16.56%
5 Year 19.19% 16.41%

Risk Management

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan DSP Midcap Fund - Regular Plan - Growth
Standard Deviation 15.301% 14.37%
Sharp 1.022% 0.41%
Beta 0.855% 0.96%
Alpha 4.384% -5.6%

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Fund Managers

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan DSP Midcap Fund - Regular Plan - Growth
Name Dhruv Muchhal Vinit Sambre
Total AUM ₹520687 Cr ₹31142 Cr
Funds Managed 40 3
HDFC Mid-Cap Opportunities Fund - Growth Plan DSP Midcap Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

DSP Midcap Fund - Regular Plan - Growth

Others 8.07 4.94
Mid Cap 65.07 66.51
Large Cap 5.88 12.1
Small Cap 20.98 16.45

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

DSP Midcap Fund - Regular Plan - Growth

Others 8.07 4.94
Basic Materials 6.21 15.95
Consumer Defensive 4.23 2.91
Consumer Cyclical 17.51 19.16
Financial Services 24.44 13.64
Healthcare 11.93 10.4
Industrials 10.38 12.95
Communication Services 3.05 2.03
Energy 2.69 3.09
Utilities 1.37 2.04
Technology 10.11 10.06
Real Estate - 2.83

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