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 | 3.12% | 2.57% | 2.57% |
| 6 Month | 5.52% | 8.23% | 8.23% |
| 1 Year | 3.22% | 1.85% | 1.85% |
| 3 Year | 19.75% | 16.43% | 16.43% |
| 5 Year | 22.93% | 20.11% | 20.11% |
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 | 0.23% | -0.47% | -0.47% |
| 1 Year | 6.5% | 5.24% | 5.24% |
| 3 Year | 15.6% | 14.33% | 14.33% |
| 5 Year | 16.59% | 14.64% | 14.64% |
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 | 12.87% | 14.92% | 14.92% |
| Sharp | 0.99% | 0.66% | 0.66% |
| Beta | 0.96% | 1.04% | 1.04% |
| Alpha | 1.68% | -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 | 5.13 | 5.13 |
| Large Cap | 48.7 | 42.53 | 42.53 |
| Mid Cap | 36.09 | 33.94 | 33.94 |
| Small Cap | 9.07 | 18.41 | 18.41 |
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 | 3.13 | 3.13 |
| Communication Services | 2.74 | 2.35 | 2.35 |
| Technology | 9.59 | 6.23 | 6.23 |
| Basic Materials | 9.63 | 9.04 | 9.04 |
| Industrials | 3.87 | 20.3 | 20.3 |
| Financial Services | 33.66 | 24.15 | 24.15 |
| Consumer Cyclical | 11.5 | 15.37 | 15.37 |
| Energy | 6.83 | 1.9 | 1.9 |
| Consumer Defensive | 3.31 | 6.41 | 6.41 |
| Healthcare | 11.46 | 7.27 | 7.27 |
| Utilities | 3.43 | 2.49 | 2.49 |
| Real Estate | 1.63 | 1.36 | 1.36 |
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