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) | ₹1984 Cr | ₹15013 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 | 3.25% | 2.85% |
6 Month | 3.32% | 2.95% |
1 Year | 4.57% | 3.86% |
3 Year | - | 25.26% |
5 Year | - | 24.57% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 10.54% | 8.95% |
1 Year | 12.98% | 10.04% |
3 Year | - | 22.64% |
5 Year | - | 21.09% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 9.26% | 18.09% |
3 Year | - | 17.78% |
5 Year | - | 16.68% |
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 | - | 1.09% |
Beta | - | 0.94% |
Alpha | - | 2.04% |
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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 | 4.08 | 8.89 |
Large Cap | 47.62 | 46.85 |
Mid Cap | 39.16 | 35.26 |
Small Cap | 9.14 | 8.73 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 2.12 | 8.89 |
Energy | 3.23 | - |
Financial Services | 29.98 | - |
Technology | 6.23 | - |
Basic Materials | 12.22 | - |
Industrials | 12.22 | - |
Consumer Defensive | 7.69 | - |
Healthcare | 11.68 | - |
Consumer Cyclical | 10.89 | - |
Real Estate | 1.98 | - |
Communication Services | 1.75 | - |
Telecom - Services | - | 3.44 |
IT - Software | - | 6.78 |
Cement & Cement Products | - | 2.05 |
Construction | - | 3.41 |
Finance | - | 4.3 |
Consumer Durables | - | 2.42 |
Petroleum Products | - | 3.35 |
Diversified FMCG | - | 2.24 |
Non - Ferrous Metals | - | 1.02 |
Pharmaceuticals & Biotechnology | - | 8 |
Banks | - | 22.41 |
Healthcare Services | - | 2.54 |
Chemicals & Petrochemicals | - | 1.5 |
Automobiles | - | 2.8 |
Transport Services | - | 0.93 |
Insurance | - | 4.51 |
Gas | - | 3.55 |
Fertilizers & Agrochemicals | - | 1.32 |
Realty | - | 0.95 |
Oil | - | 1.43 |
Auto Components | - | 6.39 |
Food Products | - | 0.44 |
Personal Products | - | 1.21 |
Industrial Products | - | 1.07 |
Power | - | 1.46 |
Ferrous Metals | - | 1.32 |
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