DSP Equity Opportunities Fund vs Sundaram Large and Midcap Fund Regular Plan compare

DSP Equity Opportunities Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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DSP Large & Mid Cap Fund - Regular Growth

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Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹15502 Cr	₹6651 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	2.89%	2.91%
6 Month	13.69%	16.77%
1 Year	-2.47%	-1.74%
3 Year	19.82%	15.45%
5 Year	22.26%	19.92%

SIP Return Analysis

Scheme Name	DSP Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	2.31%	3.78%
1 Year	8.04%	9.7%
3 Year	18.13%	15.18%
5 Year	18.07%	15.49%

Rolling Lumpsum Returns

Scheme Name	DSP Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	17.79%	10.83%
3 Year	17.91%	14.22%
5 Year	16.77%	12.76%

Risk Management

Scheme Name	DSP Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	12.87%	13.60%
Sharp	0.92%	0.57%
Beta	0.96%	0.98%
Alpha	1.81%	0.69%

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	7.67	5.3
Large Cap	47.22	45.65
Mid Cap	35.51	37.21
Small Cap	9.59	11.84

Sector Allocation

Scheme Name	DSP Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	3.99	2.13
Communication Services	2.91	7.15
Technology	9.06	3.55
Basic Materials	9.77	7.94
Industrials	4.11	9.09
Financial Services	32.12	26.53
Consumer Cyclical	11.35	15.72
Energy	6.77	6.6
Consumer Defensive	3.96	5.95
Healthcare	11.2	9.95
Utilities	3.17	2.74
Real Estate	1.59	2.64

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