Bajaj Finserv Large and Mid Cap Fund vs DSP Equity Opportunities Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
DSP Equity Opportunities Fund-Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Equity Opportunities Fund-Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1704 Cr | ₹13444 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 Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Month | 2.75% | 2.38% |
6 Month | -3.35% | -2.13% |
1 Year | 9.09% | 11.05% |
3 Year | - | 20.52% |
5 Year | - | 25.31% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | 0.28% | 2.69% |
1 Year | -4.19% | 0.08% |
3 Year | - | 21.32% |
5 Year | - | 20.65% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Year | 7.52% | 18.49% |
3 Year | - | 17.67% |
5 Year | - | 16.58% |
Risk Management
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 12.87% |
Sharp | - | 0.78% |
Beta | - | 0.95% |
Alpha | - | 2.83% |
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Fund Managers
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Equity Opportunities Fund-Regular Plan - 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 Equity Opportunities Fund-Regular Plan - Growth |
Market Cap
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 4.7 | 5.88 |
Large Cap | 56.6 | 48.8 |
Mid Cap | 32.07 | 35.62 |
Small Cap | 6.63 | 9.7 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 3.86 | 4.12 |
Energy | 4.85 | 5.64 |
Industrials | 10.36 | 6.42 |
Financial Services | 18.93 | 32.34 |
Technology | 8.55 | 6.32 |
Basic Materials | 9.09 | 10.94 |
Consumer Defensive | 9.05 | 4.15 |
Healthcare | 16.17 | 10.95 |
Consumer Cyclical | 11.77 | 10.36 |
Real Estate | 2.45 | 1.14 |
Communication Services | 4.92 | 3.31 |
Utilities | - | 4.3 |
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