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) | ₹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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