DSP Equity Opportunities Fund vs HDFC Large and Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

Invest Now

tortoise-icon DSP Equity Opportunities Fund-Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
Fund HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹21432 Cr ₹13093 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 1.68 1.74
Manager Dhruv Muchhal Rohit Singhania
ISIN Code INF179KA1RT1 INF740K01094
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed less than 12 months/365

Trailing Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
1 Month 1.53% 3.82%
6 Month 20.52% 29.34%
1 Year 45.39% 45.89%
3 Year 26.17% 20.12%
5 Year 26.63% 24.85%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
6 Month - -
1 Year 18.92% 21%
3 Year 50.79% 46.74%
5 Year 101.91% 85.3%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
1 Year 27.86% 24.57%
3 Year 74.64% 62.56%
5 Year 110.02% 94.18%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
Standard Deviation 12.97% 12.87%
Sharp 1.37% 1.01%
Beta 0.96% 0.95%
Alpha 3.24% 0.28%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
Name Dhruv Muchhal Rohit Singhania
Total AUM ₹520687 Cr ₹46862 Cr
Fund Manage 40 7
HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth

Market Cap

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 3.49 1.95
Large Cap 49.85 53.05
Small Cap 12.27 10.41
Mid Cap 34.39 34.59

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 2.51 1.52
Automobiles 3.09 -
Telecom - Services 2.16 -
Petroleum Products 2.8 -
IT - Software 7.09 -
Auto Components 4.17 -
Construction 1.57 3.33
Pharmaceuticals & Biotechnology 8.21 -
IT - Services 0.08 -
Industrial Manufacturing 1 -
Cement & Cement Products 1.47 -
Finance 9.38 -
Healthcare Services 2.45 -
Banks 20.09 -
Diversified FMCG 0.81 -
Non - Ferrous Metals 0.48 -
Realty 2.19 -
Agricultural, Commercial & Construction Vehicles 0.85 -
Chemicals & Petrochemicals 2.06 -
Leisure Services 1.82 -
Aerospace & Defense 2.87 -
Ferrous Metals 1.34 -
Fertilizers & Agrochemicals 1 -
Telecom - Equipment & Accessories 0.21 -
Consumer Durables 2.77 -
Insurance 2.48 1.19
Electrical Equipment 0.66 -
Personal Products 0.52 -
Transport Services 1.33 -
Industrial Products 1.98 -
Gas 1.44 -
Beverages 0.6 -
Entertainment 0.75 -
Agricultural Food & other Products 0.6 -
Oil 0.77 -
Retailing 1.83 -
Capital Markets 0.75 -
Financial Technology (Fintech) 0.52 -
Power 2.55 -
Commercial Services & Supplies 0.46 -
Textiles & Apparels 0.23 -
Transport Infrastructure 0.06 -
Financial - 33.32
Communication - 3.5
Technology - 5.68
Materials - 3.1
Energy - 9.63
Consumer Staples - 5.09
Metals & Mining - 3.86
Healthcare - 7.44
Automobile - 9.08
Chemicals - 3.9
Services - 1.34
Capital Goods - 5.32
Consumer Discretionary - 2.32
Textiles - 0.38

Top Comparisons

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.99%

VS

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.99%

Compare Now

360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

3Y Returns0%

VS

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns21.03%

Compare Now

ICICI Prudential US Bluechip Equity Fund - Growth ICICI Prudential US Bluechip Equity Fund - Growth

3Y Returns10.97%

VS

Nippon India Japan Equity Fund- Growth Plan- Growth Option Nippon India Japan Equity Fund- Growth Plan- Growth Option

3Y Returns4.28%

Compare Now

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns28.97%

VS

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns27.27%

Compare Now
Request call back
Add to Cart Successfully