DSP Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4354 Cr | ₹17762 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Mar 2004 | 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 | 69.98% | 22% |
Expense Ratio | 1.87 | 1.68 |
Manager | Satish Chandra Mishra | Vinit Sambre |
ISIN Code | INF277K01626 | INF740K01128 |
Exits Load | Tata Mid Cap Growth 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 | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.15% | 2.23% |
6 Month | -9.06% | -10.21% |
1 Year | 6.07% | 10.81% |
3 Year | 17.86% | 14.8% |
5 Year | 28.34% | 22.9% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -2.7% | -4.43% |
1 Year | -12.31% | -13.64% |
3 Year | 17.27% | 14.86% |
5 Year | 19.76% | 15.27% |
Rolling Lumpsum Returns
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.53% | 13.63% |
3 Year | 16.61% | 16.56% |
5 Year | 17.03% | 16.41% |
Risk Management
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.05% | 14.37% |
Sharp | 0.63% | 0.47% |
Beta | 0.91% | 0.98% |
Alpha | -1.79% | -4.67% |
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Fund Managers
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Name | Satish Chandra Mishra | Vinit Sambre |
Total AUM | ₹13117 Cr | ₹31142 Cr |
Funds Managed | 5 | 3 |
Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.85 | 4.82 |
Mid Cap | 68.81 | 67.05 |
Small Cap | 19.06 | 16.3 |
Large Cap | 8.29 | 11.83 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.76 | 4.82 |
Basic Materials | 9.65 | 16.21 |
Industrials | 21.45 | 11.25 |
Healthcare | 14.6 | 10.96 |
Financial Services | 20.91 | 13.74 |
Real Estate | 4.58 | 2.99 |
Energy | 1.34 | 2.83 |
Communication Services | 3.12 | 2.19 |
Utilities | 2.79 | 1.68 |
Consumer Cyclical | 11.64 | 19.49 |
Technology | 4.98 | 10.74 |
Consumer Defensive | 1.2 | 3.12 |
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