DSP Equity Opportunities Fund vs LIC MF Large & Mid Cap Fund compare
DSP Large & Mid Cap Fund - Regular Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Very High | Very High |
| Asset Size (Cr) | ₹17215 Cr | ₹3141 Cr | ₹3141 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| Min Addl Investment | ₹100 | ₹500 | ₹500 |
| Launch Date | 16 May 2000 | 25 Feb 2015 | 25 Feb 2015 |
| Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 40% | % | 46% |
| Expense Ratio | 1.7 | 1.9 | 1.9 |
| Manager | Rohit Singhania | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF740K01094 | INF767K01NB5 | INF767K01NB5 |
| Exits Load | 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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 2.15% | 1.2% | 1.2% |
| 6 Month | 4.14% | 0.04% | 0.04% |
| 1 Year | 6.34% | -1.01% | -1.01% |
| 3 Year | 20.75% | 17.82% | 17.82% |
| 5 Year | 19.3% | 16.33% | 16.33% |
SIP Return Analysis
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 5.11% | 1.9% | 1.9% |
| 1 Year | 17.58% | 10.98% | 10.98% |
| 3 Year | 17.54% | 14.36% | 14.36% |
| 5 Year | 17.66% | 14.57% | 14.57% |
Rolling Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 18.12% | 12.35% | 12.35% |
| 3 Year | 18.31% | 15.43% | 15.43% |
| 5 Year | 16.68% | 15.49% | 15.49% |
Risk Management
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 12.87% | 12.59% | 12.59% |
| Sharp | 0.98% | 0.71% | 0.71% |
| Beta | 0.95% | 1.04% | 1.04% |
| Alpha | 1.43% | -2.24% | -2.24% |
Fund Managers
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Rohit Singhania | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹46862 Cr | ₹5898 Cr | ₹5898 Cr |
| Funds Managed | 7 | 7 | 7 |
| DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 1.02 | 2.86 | 2.86 |
| Large Cap | 54.92 | 44.32 | 44.32 |
| Mid Cap | 33.99 | 35.95 | 35.95 |
| Small Cap | 9.78 | 16.87 | 16.87 |
Sector Allocation
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 1.02 | 2.86 | 2.86 |
| Telecom - Services | 3.23 | 2.43 | 2.43 |
| IT - Software | 11.19 | 5.41 | 5.41 |
| Cement & Cement Products | 1.96 | 1.2 | 1.2 |
| Construction | 2.63 | 1.64 | 1.64 |
| Finance | 6.88 | 6.72 | 6.72 |
| Retailing | 0.75 | 2.89 | 2.89 |
| Consumer Durables | 1.94 | 0.72 | 0.72 |
| Petroleum Products | 2.93 | 2.12 | 2.12 |
| Diversified FMCG | 1.97 | 1.99 | 1.99 |
| Non - Ferrous Metals | 0.73 | - | - |
| Pharmaceuticals & Biotechnology | 7.65 | 3.77 | 3.77 |
| Banks | 24.47 | 15.63 | 15.63 |
| Healthcare Services | 2.5 | 3.07 | 3.07 |
| Auto Components | 7.23 | 4.9 | 4.9 |
| Chemicals & Petrochemicals | 1.43 | 1.68 | 1.68 |
| Automobiles | 3.06 | 2.89 | 2.89 |
| Transport Services | 0.93 | 2.24 | 2.24 |
| Insurance | 5.01 | 0.49 | 0.49 |
| Gas | 3.46 | 0.99 | 0.99 |
| Fertilizers & Agrochemicals | 1.18 | 2.52 | 2.52 |
| Realty | 1.67 | 1.46 | 1.46 |
| Oil | 1.76 | - | - |
| Personal Products | 1.06 | 1.3 | 1.3 |
| Industrial Products | 0.89 | 7.74 | 7.74 |
| Power | 1.08 | 1.06 | 1.06 |
| Ferrous Metals | 1.1 | - | - |
| Food Products | - | 0.85 | 0.85 |
| IT - Services | - | 0.73 | 0.73 |
| Other Utilities | - | 0.24 | 0.24 |
| Leisure Services | - | 2.49 | 2.49 |
| Electrical Equipment | - | 5.18 | 5.18 |
| Industrial Manufacturing | - | 2.42 | 2.42 |
| Capital Markets | - | 1.99 | 1.99 |
| Agricultural Food & other Products | - | 2.29 | 2.29 |
| Agricultural, Commercial & Construction Vehicles | - | 1.19 | 1.19 |
| Aerospace & Defense | - | 1.81 | 1.81 |
| Minerals & Mining | - | 0.73 | 0.73 |
| Textiles & Apparels | - | 1.41 | 1.41 |
| Transport Infrastructure | - | 0.95 | 0.95 |
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