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) | ₹16530 Cr | ₹4347 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 | 0.91% | 0.65% |
| 6 Month | 1.7% | 1.5% |
| 1 Year | 1.73% | -1.19% |
| 3 Year | 19.18% | 17.01% |
| 5 Year | 19.2% | 18.7% |
SIP Return Analysis
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.92% | 3.6% |
| 1 Year | 15.34% | 15.85% |
| 3 Year | 17.47% | 16.09% |
| 5 Year | 17.58% | 16.25% |
Rolling Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.24% | 11.64% |
| 3 Year | 18.24% | 14.21% |
| 5 Year | 16.66% | 14.33% |
Risk Management
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.87% | 13.65% |
| Sharp | 0.98% | 0.78% |
| Beta | 0.95% | 0.97% |
| Alpha | 1.43% | -0.60% |
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 | 8.73 | 4.93 |
| Large Cap | 47.64 | 46.2 |
| Mid Cap | 35.24 | 36.57 |
| Small Cap | 8.39 | 12.31 |
Sector Allocation
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.69 | 1.95 |
| Communication Services | 3.1 | 2.43 |
| Technology | 10.83 | 12.01 |
| Basic Materials | 8.9 | 9.29 |
| Industrials | 3.84 | 14.36 |
| Financial Services | 34.65 | 28.71 |
| Consumer Cyclical | 10.25 | 11.93 |
| Energy | 6.68 | 4.19 |
| Consumer Defensive | 3.19 | 2.59 |
| Healthcare | 10.67 | 8 |
| Utilities | 3.51 | 1.96 |
| Real Estate | 1.69 | 2.58 |
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