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Edelweiss Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare

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tortoise-icon DSP Large & Mid Cap Fund - Regular Growth

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tortoise-icon Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

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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 Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Fund DSP Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹17215 Cr ₹4460 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 16 May 2000 14 Jun 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% 30%
Expense Ratio 1.7 1.87
Manager Rohit Singhania Trideep Bhattacharya
ISIN Code INF740K01094 INF843K01047
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 Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name DSP Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month -0.25% -0.85%
6 Month 3.47% 2.92%
1 Year 3.89% -0.29%
3 Year 19.55% 17.64%
5 Year 19.06% 18.35%

SIP Return Analysis

Scheme Name DSP Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month 3.06% 2.63%
1 Year 14.75% 15.47%
3 Year 17.19% 15.75%
5 Year 17.34% 15.99%

Rolling Lumpsum Returns

Scheme Name DSP Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 18.19% 11.62%
3 Year 18.27% 14.22%
5 Year 16.67% 14.35%

Risk Management

Scheme Name DSP Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.87% 13.65%
Sharp 0.98% 0.78%
Beta 0.95% 0.97%
Alpha 1.43% -0.60%

Fund Managers

Scheme Name DSP Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Name Rohit Singhania Trideep Bhattacharya
Total AUM ₹46862 Cr ₹0 Cr
Funds Managed 7 9
DSP Large & Mid Cap Fund - Regular Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Large & Mid Cap Fund - Regular Growth

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Others 9.22 6.06
Large Cap 48.48 46.81
Mid Cap 34.63 36.3
Small Cap 7.68 10.83

Sector Allocation

Scheme Name

DSP Large & Mid Cap Fund - Regular Growth

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Others 1.27 1.52
Communication Services 3.23 3.14
Technology 11.19 11.91
Basic Materials 8.6 9.05
Industrials 3.57 13.23
Financial Services 36.37 29.3
Consumer Cyclical 11.68 13.35
Energy 6.17 4.22
Consumer Defensive 3.03 2.48
Healthcare 10.15 7.58
Utilities 3.06 1.8
Real Estate 1.67 2.41

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