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Axis Growth Opportunities Fund vs DSP Equity Opportunities Fund compare

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tortoise-icon DSP Large & Mid Cap Fund - Regular Growth

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tortoise-icon Axis Large & Mid Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹15857 Cr ₹14906 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 1.39% 0.97%
6 Month 7.06% 11.41%
1 Year 3.71% 4.84%
3 Year 19.91% 19.21%
5 Year 21.25% 20.11%

SIP Return Analysis

Scheme Name DSP Large & Mid Cap Fund - Regular Growth Axis Large & Mid Cap Fund - Regular Plan - Growth
6 Month 2.18% 1.77%
1 Year 11.05% 12.17%
3 Year 16.97% 16.29%
5 Year 17.23% 15.76%

Rolling Lumpsum Returns

Scheme Name DSP Large & Mid Cap Fund - Regular Growth Axis Large & Mid Cap Fund - Regular Plan - Growth
1 Year 17.62% 18.24%
3 Year 18% 19.84%
5 Year 16.87% 22.03%

Risk Management

Scheme Name DSP Large & Mid Cap Fund - Regular Growth Axis Large & Mid Cap Fund - Regular Plan - Growth
Standard Deviation 12.87% 12.29%
Sharp 0.99% 0.95%
Beta 0.95% 0.82%
Alpha 1.3% 1.89%

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 6.14 14.82
Large Cap 48.7 44.87
Mid Cap 36.09 36.16
Small Cap 9.07 4.14

Sector Allocation

Scheme Name

DSP Large & Mid Cap Fund - Regular Growth

Axis Large & Mid Cap Fund - Regular Plan - Growth

Others 2.36 4.26
Communication Services 2.74 3.9
Technology 9.59 10.72
Basic Materials 9.63 6.22
Industrials 3.87 13.4
Financial Services 33.66 24.61
Consumer Cyclical 11.5 16.3
Energy 6.83 3.31
Consumer Defensive 3.31 3.14
Healthcare 11.46 9.84
Utilities 3.43 2.59
Real Estate 1.63 1.69

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