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

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

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tortoise-icon DSP Large & Mid Cap Fund - Regular Growth

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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 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) ₹26406 Cr ₹15502 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 -2.76% -3.07%
6 Month 12.02% 9.57%
1 Year 0.95% 0.06%
3 Year 19.81% 19.1%
5 Year 25.58% 22.52%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option DSP Large & Mid Cap Fund - Regular Growth
6 Month 3.5% 1.28%
1 Year 5.28% 1.66%
3 Year 17.34% 17.34%
5 Year 19.7% 17.82%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option DSP Large & Mid Cap Fund - Regular Growth
1 Year 13.53% 17.79%
3 Year 11.24% 17.91%
5 Year 11.53% 16.77%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option DSP Large & Mid Cap Fund - Regular Growth
Standard Deviation 13.97% 12.87%
Sharp 1.00% 1.06%
Beta 1.02% 0.94%
Alpha 4.48% 1.63%

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 3.57 7.67
Large Cap 44.13 47.22
Small Cap 14.19 9.59
Mid Cap 38.11 35.51

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

DSP Large & Mid Cap Fund - Regular Growth

Others 0.65 3.99
Communication Services 3.21 2.91
Energy 3.12 6.77
Technology 9.6 9.06
Consumer Cyclical 13.7 11.35
Healthcare 12.95 11.2
Industrials 10.83 4.11
Basic Materials 6.59 9.77
Consumer Defensive 2.6 3.96
Financial Services 30.65 32.12
Real Estate 2.4 1.59
Utilities 3.7 3.17

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