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) | ₹28677 Cr | ₹13444 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 | 1.61 | 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 | 2.71% | 1.84% |
6 Month | -0.86% | -1.67% |
1 Year | 6.39% | 6.09% |
3 Year | 21.96% | 25.03% |
5 Year | 25.93% | 25.44% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 7.12% | 7.18% |
1 Year | 7.32% | 5.82% |
3 Year | 17.33% | 21% |
5 Year | 18.97% | 20.14% |
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 | 1.05% | 1.09% |
Beta | 0.81% | 0.94% |
Alpha | 1.22% | 2.04% |
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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 | 5.68 | 6.99 |
Large Cap | 41.02 | 48.88 |
Small Cap | 16.22 | 8.64 |
Mid Cap | 37.08 | 35.49 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 5.68 | 6.99 |
Petroleum Products | 3.54 | 3.51 |
IT - Software | 6.46 | 6.01 |
Pharmaceuticals & Biotechnology | 10.27 | 8.35 |
Industrial Manufacturing | 1.43 | - |
Cement & Cement Products | 4.21 | 2.15 |
Construction | 2.08 | 3.18 |
Banks | 23.08 | 23.6 |
Diversified FMCG | 1.55 | 2.35 |
Non - Ferrous Metals | 2.43 | 1.19 |
Auto Components | 8.01 | 5.87 |
Ferrous Metals | 2.2 | 1.3 |
Personal Products | 2.56 | 1.35 |
Telecom - Services | 1.89 | 3.98 |
Capital Markets | 2.77 | - |
Consumer Durables | 4.3 | 2.49 |
Chemicals & Petrochemicals | 0.71 | 1.62 |
Transport Services | 0.76 | 0.83 |
Finance | 2.87 | 4.43 |
Industrial Products | 1.31 | 1.1 |
Agricultural, Commercial & Construction Vehicles | 2.02 | - |
Gas | 0.33 | 3.69 |
Retailing | 1.06 | - |
Food Products | 0.45 | 0.43 |
Healthcare Services | 0.6 | 2.52 |
Beverages | 1.11 | - |
Textiles & Apparels | 2.29 | - |
Leisure Services | 2 | - |
Power | 2.03 | 1.67 |
Automobiles | - | 3.1 |
Insurance | - | 4.45 |
Fertilizers & Agrochemicals | - | 1.33 |
Realty | - | 1.07 |
Oil | - | 1.44 |
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