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) | ₹15857 Cr | ₹3047 Cr | ₹3047 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| 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 | 1.16% | 0.36% | 0.36% |
| 6 Month | 5.45% | 6.82% | 6.82% |
| 1 Year | 2.5% | -0.42% | -0.42% |
| 3 Year | 19.42% | 16.11% | 16.11% |
| 5 Year | 21.68% | 18.84% | 18.84% |
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 | 2.18% | 0.73% | 0.73% |
| 1 Year | 11.05% | 8.15% | 8.15% |
| 3 Year | 16.97% | 15.14% | 15.14% |
| 5 Year | 17.23% | 14.95% | 14.95% |
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 | 17.62% | 12.96% | 12.96% |
| 3 Year | 18% | 15.22% | 15.22% |
| 5 Year | 16.87% | 15.28% | 15.28% |
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 | 13.49% | 14.92% | 14.92% |
| Sharp | 0.93% | 0.66% | 0.66% |
| Beta | 0.95% | 1.04% | 1.04% |
| Alpha | 1.16% | -2.46% | -2.46% |
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 | 6.14 | 5.73 | 5.73 |
| Large Cap | 48.7 | 41.91 | 41.91 |
| Mid Cap | 36.09 | 34.17 | 34.17 |
| Small Cap | 9.07 | 18.18 | 18.18 |
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 | 2.36 | 3.23 | 3.23 |
| Communication Services | 2.74 | 2.52 | 2.52 |
| Technology | 9.59 | 6.9 | 6.9 |
| Basic Materials | 9.63 | 8.31 | 8.31 |
| Industrials | 3.87 | 19.99 | 19.99 |
| Financial Services | 33.66 | 24.4 | 24.4 |
| Consumer Cyclical | 11.5 | 15.34 | 15.34 |
| Energy | 6.83 | 2 | 2 |
| Consumer Defensive | 3.31 | 6.17 | 6.17 |
| Healthcare | 11.46 | 7.24 | 7.24 |
| Utilities | 3.43 | 2.39 | 2.39 |
| Real Estate | 1.63 | 1.52 | 1.52 |
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