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Compare DSP Midcap Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.68 | 1.58 |
NAV | ₹133.37 | ₹96.55 |
Fund Started | 29 Sep 2006 | 03 Feb 2014 |
Fund Size | ₹19296.70 Cr | ₹26421.09 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
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.68
1.58
NAV
₹133.37
₹96.55
Fund Started
29 Sep 2006
03 Feb 2014
Fund Size
₹19296.70 Cr
₹26421.09 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 | 12.42% | 30.99% |
3 Year | 13.59% | 27.75% |
5 Year | 17.23% | 27.75% |
1 Year
12.42%
30.99%
3 Year
13.59%
27.75%
5 Year
17.23%
27.75%
Holding Analysis
Equity | 95.57% | 90.80% |
Cash | 4.43% | 9.20% |
Equity
95.57%
90.80%
Cash
4.43%
9.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Coforge Ltd. | 4.92% |
Ipca Laboratories Ltd. | 4.07% |
Coromandel International Ltd. | 3.21% |
Bharat Forge Ltd. | 2.99% |
Supreme Industries Ltd. | 2.83% |
Power Finance Corporation Ltd. | 2.69% |
The Phoenix Mills Ltd. | 2.59% |
JK Cement Ltd. | 2.58% |
Max Financial Services Ltd. | 2.57% |
AU Small Finance Bank Ltd. | 2.57% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.64% |
Polycab India Ltd. | 8.95% |
Trent Ltd. | 8.09% |
Persistent Systems Ltd. | 7.94% |
JIO Financial Services Ltd. | 5.14% |
Mahindra & Mahindra Ltd. | 3.98% |
Oracle Financial Services Software Ltd. | 3.86% |
One97 Communications Ltd. | 3.85% |
Voltas Ltd. | 3.39% |
Fund Manager
Name | Jay Kothari | Ajay Khandelwal |
Start Date | 16 Mar 2018 | 16 Dec 2021 |
Name
Jay Kothari
Ajay Khandelwal
Start Date
16 Mar 2018
16 Dec 2021
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 29 Sep 2006 | 03 Feb 2014 |
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
29 Sep 2006
03 Feb 2014
