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 | 7.04% | 6.63% |
6 Month | -15.49% | -16.32% |
1 Year | 3.72% | 9.19% |
3 Year | 16.81% | 14.09% |
5 Year | 29.39% | 24.2% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -7.17% | -7.95% |
1 Year | -15.06% | -13.55% |
3 Year | 17.29% | 15.48% |
5 Year | 20.16% | 15.9% |
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% | 0.41% |
Beta | 0.91% | 0.96% |
Alpha | -2.03% | -5.6% |
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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 | 2.98 | 4.94 |
Mid Cap | 68.49 | 66.51 |
Small Cap | 20.31 | 16.45 |
Large Cap | 8.23 | 12.1 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.92 | 4.94 |
Basic Materials | 9.49 | 15.95 |
Industrials | 22.52 | 12.95 |
Healthcare | 14.75 | 10.4 |
Financial Services | 20.39 | 13.64 |
Real Estate | 4.84 | 2.83 |
Energy | 1.69 | 3.09 |
Communication Services | 2.98 | 2.03 |
Utilities | 1.87 | 2.04 |
Consumer Cyclical | 11.73 | 19.16 |
Technology | 5.68 | 10.06 |
Consumer Defensive | 1.13 | 2.91 |
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