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 | 0.48% | -0.02% |
6 Month | 10.56% | 6.15% |
1 Year | 1.62% | -0.34% |
3 Year | 21.63% | 20.71% |
5 Year | 26.6% | 22.79% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 2.4% | 1.09% |
1 Year | 13.83% | 8.93% |
3 Year | 17.77% | 17.35% |
5 Year | 19.57% | 17.67% |
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 | 13.88% | 12.87% |
Sharp | 0.95% | 0.99% |
Beta | 1.04% | 0.96% |
Alpha | 4.04% | 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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