DSP Equity Opportunities Fund vs HSBC Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | HSBC Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹4664 Cr | ₹17215 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 03 Apr 2019 | 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 | 68% | 40% |
| Expense Ratio | 1.91 | 1.7 |
| Manager | Cheenu Gupta | Rohit Singhania |
| ISIN Code | INF336L01NY9 | INF740K01094 |
| Exits Load | HSBC Large & Midcap Fund - 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 | HSBC Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -3.61% | -0.25% |
| 6 Month | 3.28% | 3.47% |
| 1 Year | -8% | 3.89% |
| 3 Year | 19.32% | 19.55% |
| 5 Year | 17.73% | 19.06% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.5% | 3.06% |
| 1 Year | 14.31% | 14.75% |
| 3 Year | 16.1% | 17.19% |
| 5 Year | 16.37% | 17.34% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.18% | 18.19% |
| 3 Year | 19.53% | 18.27% |
| 5 Year | 22.24% | 16.67% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.68% | 12.87% |
| Sharp | 0.82% | 0.98% |
| Beta | 1.01% | 0.95% |
| Alpha | 1.21% | 1.43% |
Fund Managers
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Cheenu Gupta | Rohit Singhania |
| Total AUM | ₹0 Cr | ₹46862 Cr |
| Funds Managed | 9 | 7 |
| HSBC Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 17.69 | 9.22 |
| Large Cap | 36.62 | 48.48 |
| Small Cap | 14.79 | 7.68 |
| Mid Cap | 30.91 | 34.63 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.87 | 1.27 |
| Energy | 1.54 | 6.17 |
| Industrials | 19.7 | 3.57 |
| Technology | 9.04 | 11.19 |
| Financial Services | 35.87 | 36.37 |
| Consumer Cyclical | 17.52 | 11.68 |
| Healthcare | 8.95 | 10.15 |
| Basic Materials | 0.06 | 8.6 |
| Real Estate | 0 | 1.67 |
| Utilities | 0.07 | 3.06 |
| Consumer Defensive | 1.44 | 3.03 |
| Communication Services | 3.93 | 3.23 |
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