DSP Equity Opportunities Fund vs Edelweiss Large & Mid Cap Fund compare
DSP Large & Mid Cap Fund - Regular Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹17215 Cr | ₹4460 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 May 2000 | 14 Jun 2007 |
| 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% | 30% |
| Expense Ratio | 1.7 | 1.87 |
| Manager | Rohit Singhania | Trideep Bhattacharya |
| ISIN Code | INF740K01094 | INF843K01047 |
| Exits Load | 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 | Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.87% | 0.4% |
| 6 Month | 1.68% | 0.92% |
| 1 Year | 7.79% | 4.8% |
| 3 Year | 19.89% | 18.3% |
| 5 Year | 17.86% | 17.08% |
SIP Return Analysis
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.19% | 2.21% |
| 1 Year | 12.57% | 12.24% |
| 3 Year | 15.91% | 14.14% |
| 5 Year | 16.69% | 15.13% |
Rolling Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.11% | 11.58% |
| 3 Year | 18.33% | 14.25% |
| 5 Year | 16.69% | 14.38% |
Risk Management
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.87% | 12.38% |
| Sharp | 1.06% | 0.94% |
| Beta | 0.95% | 0.96% |
| Alpha | 1.73% | 0.13% |
Fund Managers
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rohit Singhania | Trideep Bhattacharya |
| Total AUM | ₹46862 Cr | ₹0 Cr |
| Funds Managed | 7 | 9 |
| DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.22 | 1.52 |
| Large Cap | 48.48 | 51.18 |
| Mid Cap | 34.63 | 37.14 |
| Small Cap | 7.68 | 10.16 |
Sector Allocation
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.27 | 1.52 |
| Communication Services | 3.23 | - |
| Technology | 11.19 | - |
| Basic Materials | 8.6 | - |
| Industrials | 3.57 | - |
| Financial Services | 36.37 | - |
| Consumer Cyclical | 11.68 | - |
| Energy | 6.17 | - |
| Consumer Defensive | 3.03 | - |
| Healthcare | 10.15 | - |
| Utilities | 3.06 | - |
| Real Estate | 1.67 | - |
| Petroleum Products | - | 3.21 |
| IT - Software | - | 9.43 |
| Construction | - | 2.56 |
| Ferrous Metals | - | 1.8 |
| Retailing | - | 2.46 |
| Consumer Durables | - | 4.6 |
| Healthcare Services | - | 3.1 |
| Banks | - | 15.81 |
| Non - Ferrous Metals | - | 0.77 |
| Pharmaceuticals & Biotechnology | - | 4.48 |
| Leisure Services | - | 2.2 |
| Aerospace & Defense | - | 2.92 |
| Electrical Equipment | - | 2.58 |
| Chemicals & Petrochemicals | - | 3.27 |
| Automobiles | - | 4.17 |
| Power | - | 1.8 |
| Finance | - | 9.11 |
| Telecom - Services | - | 3.14 |
| Capital Markets | - | 2.46 |
| Diversified FMCG | - | 1.55 |
| Financial Technology (Fintech) | - | 1.41 |
| Insurance | - | 1.5 |
| Agricultural, Commercial & Construction Vehicles | - | 1.36 |
| Realty | - | 2.41 |
| Industrial Products | - | 3.49 |
| Auto Components | - | 2.87 |
| Cement & Cement Products | - | 1.42 |
| Consumable Fuels | - | 1.01 |
| Industrial Manufacturing | - | 0.66 |
| Beverages | - | 0.93 |
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