HSBC Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
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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