Edelweiss Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare
DSP Large & Mid Cap Fund - Regular Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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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