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Aditya Birla Sun Life Equity Advantage Fund vs DSP Equity Opportunities Fund compare
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹5836 Cr | ₹17215 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 Feb 1995 | 16 May 2000 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI |
| Turn Over | 62% | 40% |
| Expense Ratio | 1.92 | 1.7 |
| Manager | Atul Penkar | Rohit Singhania |
| ISIN Code | INF209K01165 | INF740K01094 |
| Exits Load | Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | DSP Equity Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.93% | 0.24% |
| 6 Month | 1.5% | 3.66% |
| 1 Year | -0.49% | 2.67% |
| 3 Year | 13.82% | 19.38% |
| 5 Year | 13.74% | 19.52% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.91% | 3.06% |
| 1 Year | 12.19% | 14.75% |
| 3 Year | 12.02% | 17.19% |
| 5 Year | 11.16% | 17.34% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.67% | 18.24% |
| 3 Year | 14.45% | 18.24% |
| 5 Year | 14.74% | 16.66% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.97% | 13.47% |
| Sharp | 0.54% | 0.91% |
| Beta | 1.00% | 0.95% |
| Alpha | -3.97% | 1.28% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Atul Penkar | Rohit Singhania |
| Total AUM | ₹21393 Cr | ₹46862 Cr |
| Funds Managed | 3 | 7 |
| Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.43 | 8.73 |
| Large Cap | 41.54 | 47.64 |
| Mid Cap | 39.65 | 35.24 |
| Small Cap | 11.38 | 8.39 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.65 | 2.69 |
| Energy | 1.92 | 6.68 |
| Industrials | 11.26 | 3.84 |
| Technology | 5.77 | 10.83 |
| Consumer Cyclical | 20.7 | 10.25 |
| Financial Services | 24.63 | 34.65 |
| Healthcare | 8.01 | 10.67 |
| Basic Materials | 14.22 | 8.9 |
| Utilities | 1.59 | 3.51 |
| Consumer Defensive | 3.98 | 3.19 |
| Real Estate | 2.57 | 1.69 |
| Communication Services | 2.69 | 3.1 |
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