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

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tortoise-icon DSP Equity Opportunities Fund-Regular Plan - Growth

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tortoise-icon 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 Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Fund DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹13093 Cr ₹6862 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 16 May 2000 10 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 1.74 1.8
Manager Rohit Singhania Ashish Aggarwal
ISIN Code INF740K01094 INF903J01DT1
Exits Load Exit load of 1% if redeemed less than 12 months/365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month 5.37% 1.74%
6 Month 29.24% 20.95%
1 Year 47.77% 45.53%
3 Year 20.46% 21.07%
5 Year 24.4% 24.83%

SIP Return Analysis

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month - -
1 Year 21% 16.68%
3 Year 46.74% 36.77%
5 Year 85.3% 71.73%

Rolling Lumpsum Returns

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 24.57% 21.86%
3 Year 62.56% 54.63%
5 Year 94.18% 79.56%

Risk Management

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 12.87% 12.94%
Sharp 1.01% 0.93%
Beta 0.95% 0.94%
Alpha 0.28% -2.61%

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Fund Managers

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Name Rohit Singhania Ashish Aggarwal
Total AUM ₹46862 Cr ₹9635 Cr
Fund Manage 7 7
DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

Market Cap

Scheme Name

DSP Equity Opportunities Fund-Regular Plan - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 1.95 5.32
Large Cap 53.05 52.7
Mid Cap 34.59 36.68
Small Cap 10.41 5.29

Sector Allocation

Scheme Name

DSP Equity Opportunities Fund-Regular Plan - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 1.52 2.18
Financial 33.32 22.85
Communication 3.5 2.87
Technology 5.68 5.45
Materials 3.1 4.59
Energy 9.63 7.42
Consumer Staples 5.09 5.6
Metals & Mining 3.86 2.59
Healthcare 7.44 8.7
Automobile 9.08 8.53
Chemicals 3.9 0.95
Services 1.34 9.45
Insurance 1.19 -
Construction 3.33 5.06
Capital Goods 5.32 11.07
Consumer Discretionary 2.32 2.07
Textiles 0.38 0.61

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