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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 | 1.66 | 1.56 |
NAV | ₹148.31 | ₹102.93 |
Fund Started | 29 Sep 2006 | 03 Feb 2014 |
Fund Size | ₹19559.23 Cr | ₹33053.13 Cr |
Exit Load | Exit load of 1% if redeemed less than 12 months | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.66
1.56
NAV
₹148.31
₹102.93
Fund Started
29 Sep 2006
03 Feb 2014
Fund Size
₹19559.23 Cr
₹33053.13 Cr
Exit Load
Exit load of 1% if redeemed less than 12 months
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 2.19% | 6.45% |
3 Year | 22.23% | 32.55% |
5 Year | 22.12% | 35.58% |
1 Year
2.19%
6.45%
3 Year
22.23%
32.55%
5 Year
22.12%
35.58%
Holding Analysis
Equity | 93.65% | 82.83% |
Cash | 6.35% | 17.17% |
Equity
93.65%
82.83%
Cash
6.35%
17.17%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Coforge Ltd. | 4.86% |
Ipca Laboratories Ltd. | 3.30% |
Coromandel International Ltd. | 2.98% |
Supreme Industries Ltd. | 2.81% |
Bharat Forge Ltd. | 2.78% |
Max Financial Services Ltd. | 2.69% |
Power Finance Corporation Ltd. | 2.53% |
AU Small Finance Bank Ltd. | 2.51% |
Page Industries Ltd. | 2.40% |
Voltas Ltd. | 2.37% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.48% |
Persistent Systems Ltd. | 9.60% |
Trent Ltd. | 9.39% |
Dixon Technologies (India) Ltd. | 9.07% |
Kalyan Jewellers India Ltd. | 7.57% |
Polycab India Ltd. | 5.05% |
Kei Industries Ltd. | 4.02% |
Bharti Hexacom Ltd. | 3.99% |
Max Healthcare Institute Ltd. | 3.85% |
Kaynes Technology India Ltd. | 2.95% |
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