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HDFC Large and Mid Cap Fund vs DSP Equity Opportunities Fund compare

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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