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) | ₹15857 Cr | ₹4133 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 | 2.38% | 3.55% |
| 6 Month | 5.52% | 9.15% |
| 1 Year | 3.22% | 3.31% |
| 3 Year | 19.75% | 17.35% |
| 5 Year | 22.93% | 21.85% |
SIP Return Analysis
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2% | 2.2% |
| 1 Year | 10.59% | 11.29% |
| 3 Year | 17.97% | 16.49% |
| 5 Year | 18.02% | 16.75% |
Rolling Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.62% | 11.81% |
| 3 Year | 18% | 13.98% |
| 5 Year | 16.87% | 14.26% |
Risk Management
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.87% | 13.60% |
| Sharp | 0.99% | 0.75% |
| Beta | 0.96% | 0.99% |
| Alpha | 1.68% | 1.49% |
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 | 6.14 | 5.33 |
| Large Cap | 48.7 | 46.98 |
| Mid Cap | 36.09 | 36.16 |
| Small Cap | 9.07 | 11.52 |
Sector Allocation
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.36 | 2.25 |
| Communication Services | 2.74 | 2.32 |
| Technology | 9.59 | 11.41 |
| Basic Materials | 9.63 | 10.18 |
| Industrials | 3.87 | 14.25 |
| Financial Services | 33.66 | 27.67 |
| Consumer Cyclical | 11.5 | 12.74 |
| Energy | 6.83 | 4.14 |
| Consumer Defensive | 3.31 | 2.57 |
| Healthcare | 11.46 | 8.63 |
| Utilities | 3.43 | 2.06 |
| Real Estate | 1.63 | 1.8 |
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