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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) | ₹5636 Cr | ₹15502 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 | 2.72% | 2.27% |
| 6 Month | 17.01% | 13.01% |
| 1 Year | -3.57% | -3.11% |
| 3 Year | 12.93% | 18.72% |
| 5 Year | 17.16% | 22.25% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.85% | 2.31% |
| 1 Year | 11.05% | 8.04% |
| 3 Year | 13.88% | 18.13% |
| 5 Year | 12.4% | 18.07% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.29% | 17.79% |
| 3 Year | 14.77% | 17.91% |
| 5 Year | 15.32% | 16.77% |
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 | 0.52% | 0.92% |
| Beta | 0.99% | 0.96% |
| Alpha | -3.7% | 1.81% |
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 | 8.17 | 7.67 |
| Large Cap | 45.19 | 47.22 |
| Mid Cap | 35.48 | 35.51 |
| Small Cap | 11.16 | 9.59 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.27 | 3.99 |
| Energy | 3.38 | 6.77 |
| Industrials | 10.14 | 4.11 |
| Technology | 5.2 | 9.06 |
| Consumer Cyclical | 20.67 | 11.35 |
| Financial Services | 26.94 | 32.12 |
| Healthcare | 6.62 | 11.2 |
| Basic Materials | 13.29 | 9.77 |
| Utilities | 2.4 | 3.17 |
| Consumer Defensive | 3.51 | 3.96 |
| Real Estate | 2.23 | 1.59 |
| Communication Services | 3.34 | 2.91 |
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