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) | ₹4314 Cr | ₹15502 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 | 3.76% | 2.27% |
6 Month | 24.41% | 13.01% |
1 Year | -1.39% | -3.11% |
3 Year | 19.29% | 18.72% |
5 Year | 22.21% | 22.25% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 7.45% | 2.31% |
1 Year | 14.92% | 8.04% |
3 Year | 20.03% | 18.13% |
5 Year | 18.66% | 18.07% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 18.59% | 17.79% |
3 Year | 19.45% | 17.91% |
5 Year | 22.51% | 16.77% |
Risk Management
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.89% | 12.87% |
Sharp | 0.75% | 0.92% |
Beta | 0.98% | 0.96% |
Alpha | 4.87% | 1.81% |
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 | 7.93 | 7.67 |
Large Cap | 43.35 | 47.22 |
Small Cap | 10.48 | 9.59 |
Mid Cap | 38.25 | 35.51 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.21 | 3.99 |
Energy | 0.02 | 6.77 |
Industrials | 24.44 | 4.11 |
Technology | 8.74 | 9.06 |
Financial Services | 28.58 | 32.12 |
Consumer Cyclical | 19.07 | 11.35 |
Healthcare | 9.77 | 11.2 |
Basic Materials | 1.09 | 9.77 |
Utilities | 1.96 | 3.17 |
Consumer Defensive | 1.76 | 3.96 |
Real Estate | 0.09 | 1.59 |
Communication Services | 3.26 | 2.91 |
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