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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 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.7 | 1.42 |
NAV | ₹133.60 | ₹177.30 |
Fund Started | 29 Sep 2006 | 07 May 2007 |
Fund Size | ₹17203.59 Cr | ₹72610.08 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
₹100
Expense Ratio
1.7
1.42
NAV
₹133.60
₹177.30
Fund Started
29 Sep 2006
07 May 2007
Fund Size
₹17203.59 Cr
₹72610.08 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 | 6.47% | 7.53% |
3 Year | 15.74% | 24.63% |
5 Year | 21.42% | 32.14% |
1 Year
6.47%
7.53%
3 Year
15.74%
24.63%
5 Year
21.42%
32.14%
Holding Analysis
Equity | 93.28% | 93.02% |
Cash | 6.72% | 6.98% |
Equity
93.28%
93.02%
Cash
6.72%
6.98%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Coforge Ltd. | 4.53% |
Ipca Laboratories Ltd. | 4.05% |
Coromandel International Ltd. | 3.38% |
Max Financial Services Ltd. | 2.97% |
Bharat Forge Ltd. | 2.87% |
Power Finance Corporation Ltd. | 2.79% |
Supreme Industries Ltd. | 2.49% |
The Phoenix Mills Ltd. | 2.49% |
Page Industries Ltd. | 2.36% |
KPIT Technologies Ltd. | 2.34% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.04% |
The Indian Hotels Company Ltd. | 3.69% |
The Federal Bank Ltd. | 3.39% |
Coforge Ltd. | 3.36% |
Ipca Laboratories Ltd. | 3.27% |
Balkrishna Industries Ltd. | 3.22% |
Hindustan Petroleum Corporation Ltd. | 2.76% |
Indian Bank | 2.75% |
Persistent Systems Ltd. | 2.73% |
Apollo Tyres Ltd. | 2.46% |
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