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 | ₹15356 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 | -0.92% | -0.25% |
6 Month | 10.01% | 9.45% |
1 Year | -2.86% | -2.96% |
3 Year | - | 20.51% |
5 Year | - | 22.3% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 0.49% | 1.33% |
1 Year | 7.76% | 9.49% |
3 Year | - | 17.4% |
5 Year | - | 17.56% |
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% | 17.62% |
3 Year | - | 18% |
5 Year | - | 16.87% |
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 | - | 0.96% |
Alpha | - | 1.68% |
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 | 6.92 | 6.49 |
Large Cap | 49.06 | 48.47 |
Mid Cap | 31.5 | 35.75 |
Small Cap | 12.51 | 9.29 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 3.33 | 2.78 |
Energy | 1.71 | 6.42 |
Financial Services | 24.66 | 32.83 |
Technology | 7.96 | 10.45 |
Consumer Cyclical | 14.89 | 11.2 |
Basic Materials | 13.52 | 9.71 |
Industrials | 11.9 | 3.99 |
Consumer Defensive | 8.13 | 3.99 |
Healthcare | 9.87 | 11.06 |
Real Estate | 1.51 | 1.62 |
Communication Services | 0.7 | 2.83 |
Utilities | 1.81 | 3.12 |
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