DSP Equity Opportunities Fund vs SBI Large & MIDCap Fund compare

DSP Equity Opportunities Fund vs SBI Large & MIDCap Fund compare

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SBI Large & MIDCap Fund- Regular Plan -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	SBI Large & MIDCap Fund- Regular Plan -Growth	DSP Large & Mid Cap Fund - Regular Growth
Fund	SBI Large & MIDCap Fund- Regular Plan -Growth	DSP Large & Mid Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹37443 Cr	₹17576 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	25 May 2005	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	25%	40%
Expense Ratio	1.6	1.7
Manager	Pradeep Kesavan	Rohit Singhania
ISIN Code	INF200K01305	INF740K01094
Exits Load	SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 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	SBI Large & MIDCap Fund- Regular Plan -Growth	DSP Large & Mid Cap Fund - Regular Growth
1 Month	-1.83%	-2.23%
6 Month	0.31%	0.38%
1 Year	11.18%	8.67%
3 Year	17.26%	19.4%
5 Year	18.02%	17.32%

SIP Return Analysis

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	DSP Large & Mid Cap Fund - Regular Growth
6 Month	2.18%	2.76%
1 Year	14.11%	12.64%
3 Year	14.87%	16.11%
5 Year	16.2%	16.94%

Rolling Lumpsum Returns

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	DSP Large & Mid Cap Fund - Regular Growth
1 Year	13.51%	18.01%
3 Year	15.33%	18.35%
5 Year	15.2%	16.7%

Risk Management

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	DSP Large & Mid Cap Fund - Regular Growth
Standard Deviation	11.75%	12.87%
Sharp	1.06%	1.06%
Beta	0.8%	0.95%
Alpha	1.23%	1.73%

Fund Managers

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	DSP Large & Mid Cap Fund - Regular Growth
Name	Pradeep Kesavan	Rohit Singhania
Total AUM	₹434274 Cr	₹46862 Cr
Funds Managed	43	7
	SBI Large & MIDCap Fund- Regular Plan -Growth	DSP Large & Mid Cap Fund - Regular Growth

Market Cap

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	DSP Large & Mid Cap Fund - Regular Growth
Others	11.5	9.68
Large Cap	34.42	47.91
Mid Cap	40.51	34.82
Small Cap	13.57	7.58

Sector Allocation

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	DSP Large & Mid Cap Fund - Regular Growth
Others	5.93	1.65
Energy	4.43	6.44
Technology	4.99	10.73
Basic Materials	16.06	8.58
Consumer Defensive	6.91	2.92
Industrials	9.41	3.53
Financial Services	21.46	35.93
Healthcare	12.12	9.94
Consumer Cyclical	15.35	12.18
Communication Services	1.58	3.36
Utilities	1.77	2.99
Real Estate	-	1.75

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