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Compare DSP Midcap Fund vs HDFC Mid-Cap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.68 | 1.39 |
NAV | ₹145.95 | ₹188.99 |
Fund Started | 29 Sep 2006 | 07 May 2007 |
Fund Size | ₹19215.83 Cr | ₹76060.89 Cr |
Exit Load | Exit load of 1% if redeemed less than 12 months | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
1.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.68
1.39
NAV
₹145.95
₹188.99
Fund Started
29 Sep 2006
07 May 2007
Fund Size
₹19215.83 Cr
₹76060.89 Cr
Exit Load
Exit load of 1% if redeemed less than 12 months
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 23.86% | 29.94% |
3 Year | 18.01% | 28.58% |
5 Year | 20.84% | 29.04% |
1 Year
23.86%
29.94%
3 Year
18.01%
28.58%
5 Year
20.84%
29.04%
Holding Analysis
Equity | 94.92% | 91.77% |
Cash | 5.08% | 8.23% |
Equity
94.92%
91.77%
Cash
5.08%
8.23%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Coforge Ltd. | 4.93% |
Ipca Laboratories Ltd. | 3.46% |
Bharat Forge Ltd. | 3.07% |
Coromandel International Ltd. | 3.07% |
Power Finance Corporation Ltd. | 2.99% |
The Federal Bank Ltd. | 2.88% |
Supreme Industries Ltd. | 2.81% |
AU Small Finance Bank Ltd. | 2.70% |
The Phoenix Mills Ltd. | 2.64% |
Max Financial Services Ltd. | 2.63% |
Name | Assets |
|---|---|
The Indian Hotels Company Ltd. | 4.19% |
Max Financial Services Ltd. | 3.67% |
The Federal Bank Ltd. | 3.51% |
Coforge Ltd. | 3.43% |
Ipca Laboratories Ltd. | 3.20% |
Balkrishna Industries Ltd. | 2.87% |
Apollo Tyres Ltd. | 2.81% |
Persistent Systems Ltd. | 2.79% |
Indian Bank | 2.76% |
Hindustan Petroleum Corporation Ltd. | 2.64% |
Fund Manager
Name | Jay Kothari | Chirag Setalvad |
Start Date | 16 Mar 2018 | 28 Jun 2014 |
Name
Jay Kothari
Chirag Setalvad
Start Date
16 Mar 2018
28 Jun 2014
About Fund
Description | The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 29 Sep 2006 | 07 May 2007 |
Description
The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
29 Sep 2006
07 May 2007
