- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
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 | 1.59 |
NAV | ₹145.11 | ₹110.26 |
Fund Started | 29 Sep 2006 | 03 Feb 2014 |
Fund Size | ₹19215.83 Cr | ₹22897.62 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
1.59
NAV
₹145.11
₹110.26
Fund Started
29 Sep 2006
03 Feb 2014
Fund Size
₹19215.83 Cr
₹22897.62 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 | 25.57% | 58.39% |
3 Year | 18.50% | 36.64% |
5 Year | 20.72% | 33.07% |
1 Year
25.57%
58.39%
3 Year
18.50%
36.64%
5 Year
20.72%
33.07%
Holding Analysis
Equity | 94.92% | 99.39% |
Cash | 5.08% | 0.61% |
Equity
94.92%
99.39%
Cash
5.08%
0.61%
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 |
|---|---|
Polycab India Ltd. | 9.96% |
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.65% |
Zomato Ltd. | 9.47% |
Persistent Systems Ltd. | 7.74% |
Mahindra & Mahindra Ltd. | 6.15% |
JIO Financial Services Ltd. | 6.09% |
Trent Ltd. | 5.19% |
Bajaj Auto Ltd. | 4.44% |
Voltas Ltd. | 3.62% |
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
