HSBC Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare

HSBC Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare

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HSBC Large & Mid Cap Fund - Regular Growth

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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	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth
Fund	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹4658 Cr	₹17576 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	03 Apr 2019	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	68%	40%
Expense Ratio	1.91	1.7
Manager	Cheenu Gupta	Rohit Singhania
ISIN Code	INF336L01NY9	INF740K01094
Exits Load	HSBC Large & Midcap Fund - 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	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth
1 Month	-4.55%	-2.17%
6 Month	-1.63%	1.57%
1 Year	5.54%	10.15%
3 Year	19.39%	19.68%
5 Year	16.27%	17.82%

SIP Return Analysis

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth
6 Month	-2.18%	2.76%
1 Year	8.27%	12.64%
3 Year	13.17%	16.11%
5 Year	15%	16.94%

Rolling Lumpsum Returns

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth
1 Year	15.74%	18.01%
3 Year	19.63%	18.35%
5 Year	22.15%	16.7%

Risk Management

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth
Standard Deviation	13.09%	12.87%
Sharp	0.91%	1.06%
Beta	1.01%	0.95%
Alpha	1.04%	1.73%

Fund Managers

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth
Name	Cheenu Gupta	Rohit Singhania
Total AUM	₹0 Cr	₹46862 Cr
Funds Managed	9	7
	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth

Market Cap

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth
Others	21.89	9.68
Large Cap	35.68	47.91
Small Cap	14.91	7.58
Mid Cap	27.53	34.82

Sector Allocation

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	DSP Large & Mid Cap Fund - Regular Growth
Others	1.41	1.65
Energy	1.55	6.44
Industrials	17.59	3.53
Technology	8.62	10.73
Financial Services	37.52	35.93
Consumer Cyclical	20.03	12.18
Healthcare	7.26	9.94
Basic Materials	0.6	8.58
Utilities	0.07	2.99
Consumer Defensive	1.39	2.92
Communication Services	3.96	3.36
Real Estate	-	1.75

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