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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) | ₹2340 Cr | ₹17576 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 | -3.38% | -1.47% |
| 6 Month | 0.52% | 3.4% |
| 1 Year | 8.97% | 13.06% |
| 3 Year | - | 20.79% |
| 5 Year | - | 18.4% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -2.88% | -0.67% |
| 1 Year | -0.12% | 3.92% |
| 3 Year | - | 13.72% |
| 5 Year | - | 15.74% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 4.91% | 18.01% |
| 3 Year | - | 18.35% |
| 5 Year | - | 16.7% |
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 | - | 1.06% |
| Beta | - | 0.95% |
| Alpha | - | 1.73% |
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 | 8.1 | 9.68 |
| Large Cap | 48.38 | 47.91 |
| Mid Cap | 32.01 | 34.82 |
| Small Cap | 11.5 | 7.58 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.37 | 1.65 |
| Energy | 3.37 | 6.44 |
| Technology | 6.91 | 10.73 |
| Basic Materials | 8.09 | 8.58 |
| Industrials | 6.63 | 3.53 |
| Financial Services | 26.54 | 35.93 |
| Healthcare | 16.99 | 9.94 |
| Real Estate | 3.74 | 1.75 |
| Consumer Cyclical | 17.41 | 12.18 |
| Communication Services | 4.72 | 3.36 |
| Consumer Defensive | 3.22 | 2.92 |
| Utilities | - | 2.99 |
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