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DSP Equity Opportunities Fund vs Sundaram Large and Midcap Fund Regular Plan compare
DSP Large & Mid Cap Fund - Regular Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹17576 Cr | ₹6987 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 May 2000 | 27 Feb 2007 |
| 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 | 40% | 25% |
| Expense Ratio | 1.7 | 1.85 |
| Manager | Rohit Singhania | Ashish Aggarwal |
| ISIN Code | INF740K01094 | INF903J01DT1 |
| 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 | Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -1% | -2.27% |
| 6 Month | 2.86% | 0.5% |
| 1 Year | 11.17% | 8.33% |
| 3 Year | 20.81% | 16.8% |
| 5 Year | 18.6% | 16.72% |
SIP Return Analysis
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.17% | 1.69% |
| 1 Year | 13.76% | 12.76% |
| 3 Year | 15.88% | 12.89% |
| 5 Year | 16.9% | 13.93% |
Rolling Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.01% | 10.19% |
| 3 Year | 18.35% | 14.48% |
| 5 Year | 16.7% | 13.26% |
Risk Management
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.87% | 12.94% |
| Sharp | 1.06% | 0.8% |
| Beta | 0.95% | 0.96% |
| Alpha | 1.73% | -1.75% |
Fund Managers
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Rohit Singhania | Ashish Aggarwal |
| Total AUM | ₹46862 Cr | ₹9635 Cr |
| Funds Managed | 7 | 7 |
| DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 9.68 | 7.64 |
| Large Cap | 47.91 | 44.87 |
| Mid Cap | 34.82 | 37.5 |
| Small Cap | 7.58 | 9.99 |
Sector Allocation
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.65 | 2.2 |
| Communication Services | 3.36 | 5.31 |
| Technology | 10.73 | 4.77 |
| Basic Materials | 8.58 | 7.52 |
| Industrials | 3.53 | 10.31 |
| Financial Services | 35.93 | 30.15 |
| Consumer Cyclical | 12.18 | 14.15 |
| Energy | 6.44 | 7.15 |
| Consumer Defensive | 2.92 | 4.39 |
| Healthcare | 9.94 | 9.56 |
| Utilities | 2.99 | 1.66 |
| Real Estate | 1.75 | 2.84 |
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