HDFC Large and Mid Cap Fund vs DSP Equity Opportunities Fund compare
HDFC Large and Mid Cap Fund - Growth Option
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹26849 Cr | ₹15663 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 18 Feb 1994 | 16 May 2000 |
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 | 9.01% | 40% |
Expense Ratio | 1.66 | 1.7 |
Manager | Dhruv Muchhal | Rohit Singhania |
ISIN Code | INF179KA1RT1 | INF740K01094 |
Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | -2.02% | -2.18% |
6 Month | 9.51% | 8.07% |
1 Year | -1.02% | -1.43% |
3 Year | 21.61% | 20.95% |
5 Year | 27.35% | 23.53% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 6.34% | 3.87% |
1 Year | 8.64% | 5.02% |
3 Year | 19.83% | 19.84% |
5 Year | 21.45% | 19.48% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 13.8% | 18.09% |
3 Year | 11.12% | 17.78% |
5 Year | 11.46% | 16.68% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.53% | 12.87% |
Sharp | 1.25% | 1.32% |
Beta | 1.01% | 0.94% |
Alpha | 4.47% | 1.76% |
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Fund Managers
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Name | Dhruv Muchhal | Rohit Singhania |
Total AUM | ₹520687 Cr | ₹46862 Cr |
Funds Managed | 40 | 7 |
HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 4.83 | 9.68 |
Large Cap | 45.07 | 47.71 |
Small Cap | 14.56 | 9.63 |
Mid Cap | 35.53 | 32.98 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.78 | 6.35 |
Communication Services | 3.31 | 3.35 |
Basic Materials | 6.4 | 9.49 |
Energy | 3.2 | 5.63 |
Technology | 9.69 | 8.41 |
Consumer Cyclical | 12.95 | 10.94 |
Healthcare | 12.12 | 10.19 |
Industrials | 11.12 | 3.98 |
Financial Services | 31.13 | 33.51 |
Consumer Defensive | 2.5 | 3.77 |
Real Estate | 2.01 | 0.93 |
Utilities | 3.78 | 3.45 |
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