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) ₹75037 Cr ₹19015 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 1.67
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 3.58% 3.17%
6 Month 5.01% 2.68%
1 Year 27.77% 23.09%
3 Year 28.13% 17.48%
5 Year 28.87% 20.66%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan DSP Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 21.75% 19.77%
3 Year 33.37% 25.8%
5 Year 32.36% 22.63%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan DSP Midcap Fund - Regular Plan - Growth
1 Year 15.33% 13.31%
3 Year 19.4% 16.57%
5 Year 18.84% 16.29%

Risk Management

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan DSP Midcap Fund - Regular Plan - Growth
Standard Deviation 12.9% 14.37%
Sharp 1.61% 0.73%
Beta 0.85% 0.93%
Alpha 4.63% -3.84%

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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
Fund Manage 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 7.9 4.37
Mid Cap 66.6 68.85
Large Cap 7.86 8.34
Small Cap 17.64 18.44

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

DSP Midcap Fund - Regular Plan - Growth

Others 7.9 4.37
Cement & Cement Products 1.39 2.46
Finance 5.59 3.81
Healthcare Services 4.01 1.34
Textiles & Apparels 1.04 2.17
Banks 10.88 6.57
Agricultural, Commercial & Construction Vehicles 0.37 0.55
Leisure Services 4.11 2.1
Printing & Publication 0.3 -
Pharmaceuticals & Biotechnology 8.75 7.63
Auto Components 8.37 10.9
Consumer Durables 4.63 4.8
Chemicals & Petrochemicals 3.25 5.93
Petroleum Products 2.65 1.41
Personal Products 1.15 1.75
Transport Services 1.02 1.05
Telecom - Services 2.67 -
Fertilizers & Agrochemicals 0.44 4.24
Insurance 5.12 3.01
Industrial Products 6.82 8.55
Agricultural Food & other Products 1.34 -
Media 0.12 -
Gas 0.71 2.08
IT - Software 8.55 7.7
Aerospace & Defense 0.53 -
Capital Markets 0.94 2.08
Construction 2.51 1.9
Financial Technology (Fintech) 1.61 -
Cigarettes & Tobacco Products 0.07 -
Ferrous Metals 1.84 1
Beverages 0.4 -
Commercial Services & Supplies 0.92 -
Electrical Equipment - 3.59
IT - Services - 1.23
Automobiles - 2.66
Realty - 2.45
Oil - 1.23
Food Products - 1.44

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