DSP Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon DSP Midcap Fund - Regular Plan - Growth

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tortoise-icon Sundaram Mid Cap 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 DSP Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Fund DSP Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹19138 Cr ₹11825 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Nov 2006 01 Jul 2002
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 22% 45%
Expense Ratio 1.69 1.73
Manager Vinit Sambre Ratish Varier
ISIN Code INF740K01128 INF903J01173
Exits Load Exit load of 1% if redeemed less than 12 months/365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name DSP Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Month 5.77% 3.73%
6 Month 36.11% 26.72%
1 Year 44.34% 55.76%
3 Year 18.08% 27.27%
5 Year 24.1% 27%

SIP Return Analysis

Scheme Name DSP Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year 20.6% 21.78%
3 Year 43.61% 55%
5 Year 77.22% 101.07%

Rolling Lumpsum Returns

Scheme Name DSP Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 23.3% 26.93%
3 Year 55.71% 73.41%
5 Year 85.05% 110.61%

Risk Management

Scheme Name DSP Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 14.37% 13.35%
Sharp 0.79% 1.37%
Beta 0.93% 0.87%
Alpha -5.85% 1.34%

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Fund Managers

Scheme Name DSP Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Name Vinit Sambre Ratish Varier
Total AUM ₹31142 Cr ₹12102 Cr
Fund Manage 3 3
DSP Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

DSP Midcap Fund - Regular Plan - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 5.26 6.5
Large Cap 8.79 17.11
Mid Cap 68.17 66.49
Small Cap 17.78 9.85

Sector Allocation

Scheme Name

DSP Midcap Fund - Regular Plan - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 4.56 2.66
Financial 15.15 18.38
Automobile 12.58 9.82
Capital Goods 16.07 11.59
Chemicals 8.51 3.8
Energy 4.3 4.29
Services 3.43 13.57
Technology 4.82 4.25
Consumer Discretionary 2.99 4.72
Materials 7.08 5.11
Construction 3.58 2.45
Diversified 0.69 -
Healthcare 9.18 10.83
Consumer Staples 3.5 1.94
Metals & Mining 1.88 3.91
Textiles 1.68 -
Communication - 0.34
Insurance - 0.46
Unclassified - 1.83

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