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) | ₹28892 Cr | ₹17215 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 | -1.86% | -0.25% |
| 6 Month | 2.31% | 3.47% |
| 1 Year | 2.6% | 3.89% |
| 3 Year | 19.15% | 19.55% |
| 5 Year | 21.71% | 19.06% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.12% | 3.06% |
| 1 Year | 13.75% | 14.75% |
| 3 Year | 15.75% | 17.19% |
| 5 Year | 17.91% | 17.34% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.17% | 18.19% |
| 3 Year | 13.15% | 18.27% |
| 5 Year | 12.33% | 16.67% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.88% | 12.87% |
| Sharp | 0.89% | 0.98% |
| Beta | 1.01% | 0.95% |
| Alpha | 0.81% | 1.43% |
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 | 5.09 | 9.22 |
| Large Cap | 44.28 | 48.48 |
| Small Cap | 11.85 | 7.68 |
| Mid Cap | 38.78 | 34.63 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.02 | 1.27 |
| Communication Services | 3.22 | 3.23 |
| Energy | 3.16 | 6.17 |
| Technology | 10.31 | 11.19 |
| Consumer Cyclical | 13.6 | 11.68 |
| Healthcare | 12.4 | 10.15 |
| Basic Materials | 6.59 | 8.6 |
| Consumer Defensive | 2.91 | 3.03 |
| Industrials | 9.8 | 3.57 |
| Financial Services | 31.25 | 36.37 |
| Real Estate | 2.34 | 1.67 |
| Utilities | 3.4 | 3.06 |
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