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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 | 1.67 | 1.39 |
NAV | ₹146.27 | ₹194.25 |
Fund Started | 29 Sep 2006 | 07 May 2007 |
Fund Size | ₹18712.25 Cr | ₹79717.67 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
1.67
1.39
NAV
₹146.27
₹194.25
Fund Started
29 Sep 2006
07 May 2007
Fund Size
₹18712.25 Cr
₹79717.67 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 | 3.00% | 7.91% |
3 Year | 23.55% | 32.29% |
5 Year | 22.12% | 31.99% |
1 Year
3.00%
7.91%
3 Year
23.55%
32.29%
5 Year
22.12%
31.99%
Holding Analysis
Equity | 92.21% | 91.78% |
Cash | 7.79% | 8.22% |
Equity
92.21%
91.78%
Cash
7.79%
8.22%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Coforge Ltd. | 4.52% |
Ipca Laboratories Ltd. | 3.53% |
Max Financial Services Ltd. | 3.10% |
Coromandel International Ltd. | 2.85% |
Supreme Industries Ltd. | 2.77% |
Bharat Forge Ltd. | 2.76% |
Power Finance Corporation Ltd. | 2.52% |
Schaeffler India Ltd. | 2.36% |
Page Industries Ltd. | 2.35% |
JK Cement Ltd. | 2.29% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.81% |
The Federal Bank Ltd. | 3.24% |
Coforge Ltd. | 3.22% |
Balkrishna Industries Ltd. | 2.94% |
Ipca Laboratories Ltd. | 2.91% |
Hindustan Petroleum Corporation Ltd. | 2.86% |
Indian Bank | 2.85% |
AU Small Finance Bank Ltd. | 2.56% |
Apollo Tyres Ltd. | 2.47% |
The Indian Hotels Company Ltd. | 2.38% |
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