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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 | 1.68 | 1.39 |
NAV | ₹135.73 | ₹176.49 |
Fund Started | 29 Sep 2006 | 07 May 2007 |
Fund Size | ₹19296.70 Cr | ₹77967.21 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
1.68
1.39
NAV
₹135.73
₹176.49
Fund Started
29 Sep 2006
07 May 2007
Fund Size
₹19296.70 Cr
₹77967.21 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 | 12.18% | 16.62% |
3 Year | 12.36% | 22.65% |
5 Year | 18.19% | 26.46% |
1 Year
12.18%
16.62%
3 Year
12.36%
22.65%
5 Year
18.19%
26.46%
Holding Analysis
Equity | 95.57% | 90.52% |
Cash | 4.43% | 9.48% |
Equity
95.57%
90.52%
Cash
4.43%
9.48%
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 |
|---|---|
The Indian Hotels Company Ltd. | 4.41% |
Coforge Ltd. | 3.72% |
Max Financial Services Ltd. | 3.54% |
Ipca Laboratories Ltd. | 3.44% |
The Federal Bank Ltd. | 3.25% |
Balkrishna Industries Ltd. | 3.05% |
Persistent Systems Ltd. | 2.98% |
Apollo Tyres Ltd. | 2.84% |
Hindustan Petroleum Corporation Ltd. | 2.80% |
Indian Bank | 2.49% |
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
