DSP Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

Invest Now

tortoise-icon DSP Midcap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹4194 Cr ₹19138 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Jul 1994 05 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 0.75 1.69
Manager Satish Chandra Mishra Vinit Sambre
ISIN Code INF277K01626 INF740K01128
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1% if redeemed less than 12 months/365

Trailing Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option DSP Midcap Fund - Regular Plan - Growth
1 Month 4.98% 6.29%
6 Month 24% 28.11%
1 Year 43.08% 40.76%
3 Year 23.13% 17.79%
5 Year 28.48% 24.19%

SIP Return Analysis

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option DSP Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 23.48% 20.6%
3 Year 56.14% 43.61%
5 Year 106.77% 77.22%

Rolling Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option DSP Midcap Fund - Regular Plan - Growth
1 Year 28.77% 23.3%
3 Year 75.24% 55.71%
5 Year 115% 85.05%

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 1.34% 0.83%
Beta 0.83% 0.93%
Alpha 1.18% -6.09%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Mid Cap 64.87 68.17
Large Cap 9.14 8.79
Others 5.23 5.26
Small Cap 20.76 17.78

Sector Allocation

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

DSP Midcap Fund - Regular Plan - Growth

Capital Goods 15.46 16.07
Healthcare 11.33 9.18
Consumer Staples 2.43 3.5
Automobile 5.98 12.58
Chemicals 4.33 8.51
Services 8.18 3.43
Others 2.96 4.56
Materials 5.75 7.08
Construction 8.64 3.58
Metals & Mining 5.22 1.88
Financial 16.7 15.15
Technology 2.71 4.82
Energy 2.81 4.3
Communication 2.68 -
Consumer Discretionary 2.05 2.99
Textiles 1.9 1.68
Diversified 0.87 0.69

Top Comparisons

Mahindra Manulife Low Duration Fund - Regular Plan - Growth Mahindra Manulife Low Duration Fund - Regular Plan - Growth

3Y Returns5.33%

VS

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns5.53%

Compare Now

HDFC Asset Allocator Fund of Funds - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option

3Y Returns16%

VS

HSBC Managed Solutions - Moderate - Growth HSBC Managed Solutions - Moderate - Growth

3Y Returns16.89%

Compare Now

HSBC Credit Risk Fund - Regular Growth HSBC Credit Risk Fund - Regular Growth

3Y Returns4.01%

VS

Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option

3Y Returns8.95%

Compare Now

Nippon India Short Term Fund-Growth Plan Nippon India Short Term Fund-Growth Plan

3Y Returns5.46%

VS

Axis Short Term Fund - Regular Plan - Growth Option Axis Short Term Fund - Regular Plan - Growth Option

3Y Returns5.6%

Compare Now
Request call back
Add to Cart Successfully