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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) | ₹2309 Cr | ₹17215 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 | -0.44% | 0.24% |
| 6 Month | 2.7% | 3.66% |
| 1 Year | 2.63% | 2.67% |
| 3 Year | - | 19.38% |
| 5 Year | - | 19.52% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.96% | 3.06% |
| 1 Year | 12.64% | 14.75% |
| 3 Year | - | 17.19% |
| 5 Year | - | 17.34% |
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% | 18.24% |
| 3 Year | - | 18.24% |
| 5 Year | - | 16.66% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 13.47% |
| Sharp | - | 0.91% |
| Beta | - | 0.95% |
| Alpha | - | 1.28% |
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 | 5.89 | 8.73 |
| Large Cap | 47.7 | 47.64 |
| Mid Cap | 33.09 | 35.24 |
| Small Cap | 13.32 | 8.39 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.19 | 2.69 |
| Energy | 2.63 | 6.68 |
| Financial Services | 28.28 | 34.65 |
| Technology | 6.21 | 10.83 |
| Consumer Cyclical | 13.27 | 10.25 |
| Basic Materials | 10.09 | 8.9 |
| Industrials | 9.67 | 3.84 |
| Consumer Defensive | 3.92 | 3.19 |
| Healthcare | 13.3 | 10.67 |
| Real Estate | 5.45 | 1.69 |
| Communication Services | 3.01 | 3.1 |
| Utilities | 0.97 | 3.51 |
Top Comparisons
HDFC Balanced Advantage Fund Regular Growth
3Y Returns17.3%
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3Y Returns9.63%
ICICI Prudential Balanced Advantage Fund - Growth
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PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.63%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns20.34%
LIC MF Large & Mid Cap Fund Regular-Growth
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3Y Returns14.82%
