DSP Equity Opportunities Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
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) | ₹33031 Cr | ₹15663 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 | -0.39% | -2.18% |
6 Month | 10.14% | 8.07% |
1 Year | 3.25% | -1.43% |
3 Year | 19.46% | 20.95% |
5 Year | 24.99% | 23.53% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 6.6% | 3.87% |
1 Year | 11.27% | 5.02% |
3 Year | 17.98% | 19.84% |
5 Year | 19.17% | 19.48% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 14.46% | 18.09% |
3 Year | 14.87% | 17.78% |
5 Year | 14.98% | 16.68% |
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 | 1.34% | 1.32% |
Beta | 0.81% | 0.94% |
Alpha | 1.71% | 1.76% |
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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 | 5.9 | 9.68 |
Large Cap | 41.23 | 47.71 |
Small Cap | 15.79 | 9.63 |
Mid Cap | 37.08 | 32.98 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 4.4 | 6.35 |
Energy | 3.45 | 5.63 |
Technology | 4.72 | 8.41 |
Basic Materials | 16.52 | 9.49 |
Industrials | 9.61 | 3.98 |
Financial Services | 28.71 | 33.51 |
Consumer Defensive | 5.41 | 3.77 |
Healthcare | 10.28 | 10.19 |
Consumer Cyclical | 13.35 | 10.94 |
Communication Services | 1.79 | 3.35 |
Utilities | 1.76 | 3.45 |
Real Estate | - | 0.93 |
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