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) | ₹25412 Cr | ₹15013 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 | 4.16% | 2.46% |
6 Month | 2.97% | 2.11% |
1 Year | 5.05% | 4.88% |
3 Year | 26.24% | 25.34% |
5 Year | 28.52% | 24.61% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 11.23% | 8.95% |
1 Year | 12.85% | 10.04% |
3 Year | 22.26% | 22.64% |
5 Year | 23% | 21.09% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 13.8% | 18.09% |
3 Year | 11.12% | 17.78% |
5 Year | 11.46% | 16.68% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.90% | 12.87% |
Sharp | 1.02% | 1.09% |
Beta | 1.01% | 0.94% |
Alpha | 4.36% | 2.04% |
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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 | 6.99 |
Large Cap | 46.7 | 48.88 |
Small Cap | 15.1 | 8.64 |
Mid Cap | 36.35 | 35.49 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.03 | 6.99 |
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 | - |
Telecom - Services | - | 3.98 |
IT - Software | - | 6.01 |
Cement & Cement Products | - | 2.15 |
Construction | - | 3.18 |
Finance | - | 4.43 |
Consumer Durables | - | 2.49 |
Petroleum Products | - | 3.51 |
Diversified FMCG | - | 2.35 |
Non - Ferrous Metals | - | 1.19 |
Pharmaceuticals & Biotechnology | - | 8.35 |
Banks | - | 23.6 |
Healthcare Services | - | 2.52 |
Chemicals & Petrochemicals | - | 1.62 |
Automobiles | - | 3.1 |
Transport Services | - | 0.83 |
Insurance | - | 4.45 |
Gas | - | 3.69 |
Fertilizers & Agrochemicals | - | 1.33 |
Realty | - | 1.07 |
Oil | - | 1.44 |
Auto Components | - | 5.87 |
Industrial Products | - | 1.1 |
Food Products | - | 0.43 |
Personal Products | - | 1.35 |
Power | - | 1.67 |
Ferrous Metals | - | 1.3 |
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