DSP Equity Opportunities Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹23140 Cr | ₹13444 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 18 Feb 1994 | 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 | 9.01% | 40% |
Expense Ratio | 1.66 | 1.7 |
Manager | Dhruv Muchhal | Rohit Singhania |
ISIN Code | INF179KA1RT1 | INF740K01094 |
Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | 3.17% | 2.27% |
6 Month | 3.3% | 3.71% |
1 Year | 7.57% | 11.69% |
3 Year | 23.42% | 23.82% |
5 Year | 31.13% | 27.52% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 6.48% | 6.23% |
1 Year | 4.78% | 5.93% |
3 Year | 20.93% | 22.44% |
5 Year | 22.43% | 21% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 14.17% | 18.49% |
3 Year | 10.86% | 17.67% |
5 Year | 11.39% | 16.58% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.902% | 12.87% |
Sharp | 0.746% | 0.94% |
Beta | 1.012% | 0.94% |
Alpha | 4.586% | 2.69% |
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Fund Managers
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Name | Dhruv Muchhal | Rohit Singhania |
Total AUM | ₹520687 Cr | ₹46862 Cr |
Funds Managed | 40 | 7 |
HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.86 | - |
Large Cap | 46.7 | - |
Small Cap | 15.1 | - |
Mid Cap | 36.35 | - |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.03 | - |
Communication Services | 2.8 | - |
Basic Materials | 5.38 | - |
Energy | 3.19 | - |
Technology | 11.17 | - |
Consumer Cyclical | 13.16 | - |
Healthcare | 12.81 | - |
Industrials | 11.76 | - |
Financial Services | 30.96 | - |
Consumer Defensive | 2.49 | - |
Utilities | 3.91 | - |
Real Estate | 1.35 | - |
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