Axis Growth Opportunities Fund vs DSP Equity Opportunities Fund compare
DSP Large & Mid Cap Fund - Regular Growth
Axis Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | DSP Large & Mid Cap Fund - Regular Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹17215 Cr | ₹15605 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 May 2000 | 22 Oct 2018 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 40% | 23% |
| Expense Ratio | 1.7 | 1.7 |
| Manager | Rohit Singhania | Shreyash Devalkar |
| ISIN Code | INF740K01094 | INF846K01J79 |
| Exits Load | 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 | Axis Growth Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.25% | -2.17% |
| 6 Month | 3.47% | 2.59% |
| 1 Year | 3.89% | -0.21% |
| 3 Year | 19.55% | 18.37% |
| 5 Year | 19.06% | 17.71% |
SIP Return Analysis
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.06% | 0.41% |
| 1 Year | 14.75% | 11.46% |
| 3 Year | 17.19% | 15.03% |
| 5 Year | 17.34% | 15.05% |
Rolling Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.19% | 17.13% |
| 3 Year | 18.27% | 19.68% |
| 5 Year | 16.67% | 21.84% |
Risk Management
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.87% | 12.28% |
| Sharp | 0.98% | 0.96% |
| Beta | 0.95% | 0.82% |
| Alpha | 1.43% | 2.30% |
Fund Managers
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rohit Singhania | Shreyash Devalkar |
| Total AUM | ₹46862 Cr | ₹166770 Cr |
| Funds Managed | 7 | 14 |
| DSP Large & Mid Cap Fund - Regular Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.22 | 13.96 |
| Large Cap | 48.48 | 45.17 |
| Mid Cap | 34.63 | 36.58 |
| Small Cap | 7.68 | 4.3 |
Sector Allocation
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.27 | 2.91 |
| Communication Services | 3.23 | 3.84 |
| Technology | 11.19 | 10.43 |
| Basic Materials | 8.6 | 5.82 |
| Industrials | 3.57 | 13.36 |
| Financial Services | 36.37 | 27.67 |
| Consumer Cyclical | 11.68 | 15.69 |
| Energy | 6.17 | 3.6 |
| Consumer Defensive | 3.03 | 2.78 |
| Healthcare | 10.15 | 9.72 |
| Utilities | 3.06 | 2.42 |
| Real Estate | 1.67 | 1.77 |
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