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) | ₹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 | 2.38% | 2.77% |
| 6 Month | 5.52% | 9.61% |
| 1 Year | 3.22% | 5.46% |
| 3 Year | 19.75% | 18.84% |
| 5 Year | 22.93% | 21.72% |
SIP Return Analysis
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.23% | 0.31% |
| 1 Year | 6.5% | 7.95% |
| 3 Year | 15.6% | 15.21% |
| 5 Year | 16.59% | 15.27% |
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% | 12.26% |
| Sharp | 0.99% | 0.86% |
| Beta | 0.96% | 0.82% |
| Alpha | 1.68% | 3.27% |
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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