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) | ₹26949 Cr | ₹15857 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 | 1.16% | 1.16% |
| 6 Month | 8.71% | 5.45% |
| 1 Year | 4.4% | 2.5% |
| 3 Year | 19.8% | 19.42% |
| 5 Year | 25.5% | 21.68% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.39% | 3.26% |
| 1 Year | 16.85% | 12.43% |
| 3 Year | 18.09% | 17.7% |
| 5 Year | 19.54% | 17.75% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.35% | 17.62% |
| 3 Year | 11.41% | 18% |
| 5 Year | 11.57% | 16.87% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.90% | 12.87% |
| Sharp | 0.96% | 0.99% |
| Beta | 1.01% | 0.96% |
| Alpha | 1.34% | 1.68% |
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 | 3.81 | 6.14 |
| Large Cap | 44.55 | 48.7 |
| Small Cap | 13.45 | 9.07 |
| Mid Cap | 38.19 | 36.09 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.73 | 2.36 |
| Communication Services | 3.14 | 2.74 |
| Energy | 3.18 | 6.83 |
| Technology | 9.66 | 9.59 |
| Consumer Cyclical | 14.45 | 11.5 |
| Healthcare | 12.85 | 11.46 |
| Basic Materials | 6.85 | 9.63 |
| Consumer Defensive | 2.74 | 3.31 |
| Industrials | 10.27 | 3.87 |
| Financial Services | 30.08 | 33.66 |
| Real Estate | 2.33 | 1.63 |
| Utilities | 3.73 | 3.43 |
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