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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) | ₹5692 Cr | ₹15857 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 | 2.92% | 2.38% |
| 6 Month | 9.25% | 5.52% |
| 1 Year | 3.91% | 3.22% |
| 3 Year | 14.28% | 19.75% |
| 5 Year | 17.13% | 22.93% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.23% | 2% |
| 1 Year | 13.37% | 10.59% |
| 3 Year | 13.95% | 17.97% |
| 5 Year | 12.52% | 18.02% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.07% | 17.62% |
| 3 Year | 14.64% | 18% |
| 5 Year | 15.38% | 16.87% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.91% | 12.87% |
| Sharp | 0.6% | 0.99% |
| Beta | 1% | 0.96% |
| Alpha | -3.85% | 1.68% |
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 | 7.51 | 6.14 |
| Large Cap | 41.88 | 48.7 |
| Mid Cap | 39.7 | 36.09 |
| Small Cap | 10.9 | 9.07 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.48 | 2.36 |
| Energy | 2.49 | 6.83 |
| Industrials | 10.77 | 3.87 |
| Technology | 5.67 | 9.59 |
| Consumer Cyclical | 21.07 | 11.5 |
| Financial Services | 23.35 | 33.66 |
| Healthcare | 7.71 | 11.46 |
| Basic Materials | 14.48 | 9.63 |
| Utilities | 2.42 | 3.43 |
| Consumer Defensive | 3.92 | 3.31 |
| Real Estate | 2.38 | 1.63 |
| Communication Services | 3.25 | 2.74 |
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