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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) | ₹5784 Cr | ₹17576 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 | -1.17% | -1% |
| 6 Month | -0.01% | 2.86% |
| 1 Year | 9.09% | 11.17% |
| 3 Year | 16.08% | 20.81% |
| 5 Year | 12.72% | 18.6% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.19% | 3.17% |
| 1 Year | 10.49% | 13.76% |
| 3 Year | 10.73% | 15.88% |
| 5 Year | 10.78% | 16.9% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.55% | 18.01% |
| 3 Year | 14.46% | 18.35% |
| 5 Year | 14.7% | 16.7% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.76% | 13.28% |
| Sharp | 0.61% | 1.00% |
| Beta | 1.00% | 0.95% |
| Alpha | -3.77% | 1.63% |
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 | 7.55 | 9.68 |
| Large Cap | 42.76 | 47.91 |
| Mid Cap | 39.73 | 34.82 |
| Small Cap | 9.95 | 7.58 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.67 | 1.65 |
| Energy | 1.84 | 6.44 |
| Industrials | 11.13 | 3.53 |
| Technology | 7.42 | 10.73 |
| Consumer Cyclical | 20.41 | 12.18 |
| Financial Services | 24.79 | 35.93 |
| Healthcare | 8.39 | 9.94 |
| Basic Materials | 14.78 | 8.58 |
| Utilities | 1.88 | 2.99 |
| Consumer Defensive | 2.55 | 2.92 |
| Real Estate | 2.6 | 1.75 |
| Communication Services | 2.55 | 3.36 |
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