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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) | ₹17215 Cr | ₹7047 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 | 0.24% | -0.61% |
| 6 Month | 3.66% | 4.72% |
| 1 Year | 2.67% | 0.19% |
| 3 Year | 19.38% | 15.48% |
| 5 Year | 19.52% | 17.77% |
SIP Return Analysis
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.06% | 1.98% |
| 1 Year | 14.75% | 14.33% |
| 3 Year | 17.19% | 14.16% |
| 5 Year | 17.34% | 14.48% |
Rolling Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.24% | 10.41% |
| 3 Year | 18.24% | 14.43% |
| 5 Year | 16.66% | 13.13% |
Risk Management
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.47% | 13.49% |
| Sharp | 0.91% | 0.69% |
| Beta | 0.95% | 0.96% |
| Alpha | 1.28% | -1.71% |
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 | 8.73 | 4.68 |
| Large Cap | 47.64 | 44.66 |
| Mid Cap | 35.24 | 38.74 |
| Small Cap | 8.39 | 11.92 |
Sector Allocation
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.69 | 1.92 |
| Communication Services | 3.1 | 5.36 |
| Technology | 10.83 | 4 |
| Basic Materials | 8.9 | 8.73 |
| Industrials | 3.84 | 11.08 |
| Financial Services | 34.65 | 28.45 |
| Consumer Cyclical | 10.25 | 14.56 |
| Energy | 6.68 | 6.96 |
| Consumer Defensive | 3.19 | 4.53 |
| Healthcare | 10.67 | 9.89 |
| Utilities | 3.51 | 1.73 |
| Real Estate | 1.69 | 2.8 |
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