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 Risk | Very High Risk |
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 | -6.88% | -7.83% |
6 Month | -15.16% | -15.42% |
1 Year | 4.3% | 6.27% |
3 Year | 17.45% | 13.92% |
5 Year | 19.54% | 15.39% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -14.96% | -12.24% |
3 Year | 16.18% | 14.36% |
5 Year | 20.11% | 15.81% |
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 | 0.78% | 0.48% |
Beta | 0.88% | 0.96% |
Alpha | -0.96% | -5.55% |
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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 |
Fund Manage | 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 | 4.64 | 4.37 |
Small Cap | 18.55 | 18.44 |
Mid Cap | 69.24 | 68.85 |
Large Cap | 7.57 | 8.34 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.64 | 4.37 |
Realty | 4.9 | 2.45 |
Industrial Products | 8.24 | 8.55 |
Cement & Cement Products | 3.4 | 2.46 |
Chemicals & Petrochemicals | 1.69 | 5.93 |
Pharmaceuticals & Biotechnology | 13.12 | 7.63 |
Banks | 5.51 | 6.57 |
Petroleum Products | 1.35 | 1.41 |
Personal Products | 1.73 | 1.75 |
Finance | 7.33 | 3.81 |
Telecom - Services | 2.97 | - |
Electrical Equipment | 3.57 | 3.59 |
Insurance | 5.26 | 3.01 |
Construction | 3.05 | 1.9 |
Agricultural, Commercial & Construction Vehicles | 1.39 | 0.55 |
Consumer Durables | 2.78 | 4.8 |
IT - Software | 5.23 | 7.7 |
Aerospace & Defense | 1.03 | - |
Oil | 0.44 | 1.23 |
Auto Components | 5.5 | 10.9 |
Leisure Services | 2.87 | 2.1 |
Diversified | 0.81 | - |
Fertilizers & Agrochemicals | 3.53 | 4.24 |
Agricultural Food & other Products | 1.09 | - |
Transport Infrastructure | 3.75 | - |
Textiles & Apparels | 1.98 | 2.17 |
Transport Services | 0.69 | 1.05 |
Power | 0.82 | - |
Commercial Services & Supplies | 1.33 | - |
Healthcare Services | - | 1.34 |
Gas | - | 2.08 |
IT - Services | - | 1.23 |
Automobiles | - | 2.66 |
Capital Markets | - | 2.08 |
Food Products | - | 1.44 |
Ferrous Metals | - | 1 |
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