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Bajaj Finserv Large and Mid Cap Fund vs DSP Equity Opportunities Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2126 Cr | ₹15857 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Feb 2024 | 16 May 2000 |
| 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% |
| Expense Ratio | 2.06 | 1.7 |
| Manager | Nimesh Chandan | Rohit Singhania |
| ISIN Code | INF0QA701730 | INF740K01094 |
| Exits Load | Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 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 | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.16% | 2.58% |
| 6 Month | 6.9% | 5.48% |
| 1 Year | 5.94% | 6.27% |
| 3 Year | - | 20.11% |
| 5 Year | - | 21.37% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.03% | 2.18% |
| 1 Year | 11.41% | 11.05% |
| 3 Year | - | 16.97% |
| 5 Year | - | 17.23% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 5.78% | 18.32% |
| 3 Year | - | 18.2% |
| 5 Year | - | 16.63% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 12.87% |
| Sharp | - | 0.99% |
| Beta | - | 0.95% |
| Alpha | - | 1.3% |
Fund Managers
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Nimesh Chandan | Rohit Singhania |
| Total AUM | ₹0 Cr | ₹46862 Cr |
| Funds Managed | 8 | 7 |
| Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 6.86 | 6.14 |
| Large Cap | 50.83 | 48.7 |
| Mid Cap | 30.62 | 36.09 |
| Small Cap | 11.68 | 9.07 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.54 | 2.36 |
| Energy | 1.69 | 6.83 |
| Financial Services | 25.4 | 33.66 |
| Technology | 7.93 | 9.59 |
| Consumer Cyclical | 14.12 | 11.5 |
| Basic Materials | 11.87 | 9.63 |
| Industrials | 11.62 | 3.87 |
| Consumer Defensive | 6.58 | 3.31 |
| Healthcare | 11.12 | 11.46 |
| Real Estate | 1.96 | 1.63 |
| Communication Services | 1.5 | 2.74 |
| Utilities | 1.68 | 3.43 |
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