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

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HSBC Large & Mid Cap Fund - Regular Growth

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DSP Large & Mid Cap Fund - Regular Growth

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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)	₹4613 Cr	₹16530 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

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth
1 Month	-1.04%	1.56%
6 Month	3.98%	4.64%
1 Year	-4.95%	2.89%
3 Year	18.9%	19.24%
5 Year	18.72%	19.79%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth
6 Month	1.1%	3.92%
1 Year	13.04%	15.34%
3 Year	16.04%	17.47%
5 Year	16.41%	17.58%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth
1 Year	16.43%	18.24%
3 Year	19.56%	18.24%
5 Year	22.27%	16.66%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth
Standard Deviation	15.66%	12.87%
Sharp	0.84%	0.98%
Beta	1.00%	0.95%
Alpha	1.09%	1.43%

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

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth
Others	12.95	2.22
Large Cap	37.68	52.61
Small Cap	14.36	10.43
Mid Cap	35	34.68

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth
Others	3.79	2.22
Energy	0.02	-
Industrials	21.2	-
Technology	10.75	-
Financial Services	30.25	-
Consumer Cyclical	19.43	-
Healthcare	8.73	-
Basic Materials	0.22	-
Utilities	0.11	-
Consumer Defensive	1.56	-
Real Estate	0	-
Communication Services	3.93	-
Telecom - Services	-	3.09
IT - Software	-	10.84
Cement & Cement Products	-	2.1
Construction	-	2.8
Finance	-	6.17
Retailing	-	0.83
Consumer Durables	-	1.92
Petroleum Products	-	3.17
Diversified FMCG	-	2.1
Non - Ferrous Metals	-	0.8
Pharmaceuticals & Biotechnology	-	7.93
Banks	-	23.56
Healthcare Services	-	2.76
Auto Components	-	6.47
Chemicals & Petrochemicals	-	1.56
Automobiles	-	2.63
Transport Services	-	1.03
Insurance	-	4.93
Gas	-	3.76
Fertilizers & Agrochemicals	-	1.09
Realty	-	1.69
Oil	-	1.92
Personal Products	-	1.1
Industrial Products	-	0.96
Power	-	1.34
Ferrous Metals	-	1.17