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) | ₹15502 Cr | ₹4063 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 | -1.26% | -0.59% |
6 Month | 10.49% | 12.15% |
1 Year | -0.23% | 1.3% |
3 Year | 19.67% | 17.29% |
5 Year | 22.28% | 21.71% |
SIP Return Analysis
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.28% | 3.51% |
1 Year | 1.66% | 3.57% |
3 Year | 17.34% | 15.98% |
5 Year | 17.82% | 16.75% |
Rolling Lumpsum Returns
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.79% | 11.94% |
3 Year | 17.91% | 13.85% |
5 Year | 16.77% | 14.2% |
Risk Management
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.87% | 13.75% |
Sharp | 1.06% | 0.82% |
Beta | 0.94% | 0.98% |
Alpha | 1.63% | 2.21% |
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 | 7.67 | 5.86 |
Large Cap | 47.22 | 44.8 |
Mid Cap | 35.51 | 36.98 |
Small Cap | 9.59 | 12.37 |
Sector Allocation
Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.99 | 3.06 |
Communication Services | 2.91 | 2.45 |
Technology | 9.06 | 11.27 |
Basic Materials | 9.77 | 10.86 |
Industrials | 4.11 | 13.07 |
Financial Services | 32.12 | 27.9 |
Consumer Cyclical | 11.35 | 11.71 |
Energy | 6.77 | 4.73 |
Consumer Defensive | 3.96 | 2.11 |
Healthcare | 11.2 | 9.15 |
Utilities | 3.17 | 1.82 |
Real Estate | 1.59 | 1.87 |
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