Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

DSP Equity Opportunities Fund vs HSBC Large & Mid Cap Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns10.76%

VS

LIC MF Banking And Financial Services Fund-Regular Plan-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns10.76%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns17.02%

VS

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns15.26%

Compare Now

WhiteOak Capital Banking & Financial Services Fund-Reg (G) WhiteOak Capital Banking & Financial Services Fund-Reg (G)

3Y Returns0%

VS

Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

3Y Returns16.59%

Compare Now

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns16.59%

VS

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns14.34%

Compare Now
Add to Cart Successfully