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 | 1.51% | 1.5% |
6 Month | 4.21% | 4.45% |
1 Year | 4.04% | 3.53% |
3 Year | - | 24.09% |
5 Year | - | 24.18% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 9.98% | 9.11% |
1 Year | 13.08% | 10.97% |
3 Year | - | 21.87% |
5 Year | - | 20.65% |
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 | 12.41 |
Large Cap | 47.62 | 45.89 |
Mid Cap | 39.16 | 32.96 |
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 | 9.14 |
Energy | 3.23 | 6.24 |
Financial Services | 29.98 | 31.21 |
Technology | 6.23 | 6.78 |
Basic Materials | 12.22 | 9.55 |
Industrials | 12.22 | 4.33 |
Consumer Defensive | 7.69 | 3.89 |
Healthcare | 11.68 | 10.55 |
Consumer Cyclical | 10.89 | 10.35 |
Real Estate | 1.98 | 0.95 |
Communication Services | 1.75 | 3.45 |
Utilities | - | 3.56 |
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