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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 | 1.99% | -1.26% |
| 6 Month | 16.09% | 10.49% |
| 1 Year | -0.73% | -0.23% |
| 3 Year | 19.63% | 19.67% |
| 5 Year | 22.37% | 22.28% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 6.46% | 1.28% |
| 1 Year | 4.66% | 1.66% |
| 3 Year | 18.05% | 17.34% |
| 5 Year | 17.77% | 17.82% |
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 | 15.88% | 12.87% |
| Sharp | 0.82% | 1.06% |
| Beta | 0.97% | 0.94% |
| Alpha | 3.94% | 1.63% |
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 | 7.39 | 7.67 |
| Large Cap | 44.12 | 47.22 |
| Small Cap | 9.84 | 9.59 |
| Mid Cap | 38.64 | 35.51 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.95 | 3.99 |
| Energy | 0.02 | 6.77 |
| Industrials | 22.34 | 4.11 |
| Technology | 8.33 | 9.06 |
| Financial Services | 30.09 | 32.12 |
| Consumer Cyclical | 18.57 | 11.35 |
| Healthcare | 9.39 | 11.2 |
| Basic Materials | 2.13 | 9.77 |
| Utilities | 2 | 3.17 |
| Consumer Defensive | 1.71 | 3.96 |
| Real Estate | 0.09 | 1.59 |
| Communication Services | 3.38 | 2.91 |
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