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DSP Equity Opportunities Fund vs SBI Large & MIDCap Fund compare

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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tortoise-icon 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) ₹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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