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

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

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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 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) ₹4365 Cr ₹15663 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 -2.08% -2.34%
6 Month 6.5% 6.35%
1 Year -3.4% -2.33%
3 Year 19.84% 20.73%
5 Year 22.82% 23.31%

SIP Return Analysis

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth DSP Large & Mid Cap Fund - Regular Growth
6 Month 7.85% 3.87%
1 Year 5.32% 5.02%
3 Year 19.44% 19.84%
5 Year 18.76% 19.48%

Rolling Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth DSP Large & Mid Cap Fund - Regular Growth
1 Year 18.59% 17.79%
3 Year 19.45% 17.91%
5 Year 22.51% 16.77%

Risk Management

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth DSP Large & Mid Cap Fund - Regular Growth
Standard Deviation 16.47% 12.87%
Sharp 1.04% 1.32%
Beta 0.98% 0.94%
Alpha 3.83% 1.76%

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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 3.57 9.68
Large Cap 49.91 47.71
Small Cap 9.62 9.63
Mid Cap 36.91 32.98

Sector Allocation

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

DSP Large & Mid Cap Fund - Regular Growth

Others 1.34 6.35
Energy 0.02 5.63
Industrials 21.97 3.98
Technology 7.44 8.41
Financial Services 28.13 33.51
Consumer Cyclical 20.38 10.94
Healthcare 9.95 10.19
Basic Materials 2.43 9.49
Utilities 2.48 3.45
Consumer Defensive 2.6 3.77
Real Estate 0.09 0.93
Communication Services 3.15 3.35

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