DSP Midcap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1095 Cr | ₹17762 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 05 Mar 2021 | 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 | % | 22% |
Expense Ratio | 2.06 | 1.68 |
Manager | Rohan Korde | Vinit Sambre |
ISIN Code | INF00XX01895 | INF740K01128 |
Exits Load | ITI Mid Cap 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 | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 8.14% | 6.63% |
6 Month | -16.34% | -16.32% |
1 Year | 3.43% | 9.19% |
3 Year | 20.77% | 14.09% |
5 Year | - | 24.2% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -6.95% | -7.95% |
1 Year | -15.77% | -13.55% |
3 Year | 20.94% | 15.48% |
5 Year | - | 15.9% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.59% | 13.63% |
3 Year | 23.23% | 16.56% |
5 Year | - | 16.41% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.396% | 14.37% |
Sharp | 0.922% | 0.41% |
Beta | 0.903% | 0.96% |
Alpha | 0.547% | -5.6% |
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Fund Managers
Scheme Name | ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Name | Rohan Korde | Vinit Sambre |
Total AUM | ₹4626 Cr | ₹31142 Cr |
Funds Managed | 10 | 3 |
ITI Mid Cap Fund Regular - Growth | DSP Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.19 | 4.94 |
Mid Cap | 67.18 | 66.51 |
Small Cap | 18.11 | 16.45 |
Large Cap | 7.52 | 12.1 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.54 | 4.94 |
Utilities | 2.37 | 2.04 |
Technology | 16.29 | 10.06 |
Industrials | 20.88 | 12.95 |
Financial Services | 19.06 | 13.64 |
Healthcare | 12.55 | 10.4 |
Consumer Cyclical | 9.91 | 19.16 |
Basic Materials | 5.77 | 15.95 |
Energy | 1.88 | 3.09 |
Real Estate | 2.04 | 2.83 |
Communication Services | 1.44 | 2.03 |
Consumer Defensive | 2.29 | 2.91 |
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