LIC MF Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare
DSP Large & Mid Cap Fund - Regular Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Average | Very High | Very High |
Asset Size (Cr) | ₹15356 Cr | ₹3047 Cr | ₹3047 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 16 May 2000 | 25 Feb 2015 | 25 Feb 2015 |
Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 40% | % | 46% |
Expense Ratio | 1.7 | 1.9 | 1.9 |
Manager | Rohit Singhania | Yogesh Patil | Yogesh Patil |
ISIN Code | INF740K01094 | INF767K01NB5 | INF767K01NB5 |
Exits Load | 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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | -0.02% | -0.36% | -0.36% |
6 Month | 6.15% | 8.11% | 8.11% |
1 Year | -0.34% | -1.04% | -1.04% |
3 Year | 20.71% | 16.89% | 16.89% |
5 Year | 22.79% | 20.08% | 20.08% |
SIP Return Analysis
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 1.33% | 1.11% | 1.11% |
1 Year | 9.49% | 8.11% | 8.11% |
3 Year | 17.4% | 15.95% | 15.95% |
5 Year | 17.56% | 15.52% | 15.52% |
Rolling Lumpsum Returns
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 17.62% | 12.96% | 12.96% |
3 Year | 18% | 15.22% | 15.22% |
5 Year | 16.87% | 15.28% | 15.28% |
Risk Management
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 12.87% | 14.85% | 14.85% |
Sharp | 0.99% | 0.60% | 0.60% |
Beta | 0.96% | 1.02% | 1.02% |
Alpha | 1.68% | -0.07% | -0.07% |
Fund Managers
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Rohit Singhania | Yogesh Patil | Yogesh Patil |
Total AUM | ₹46862 Cr | ₹5898 Cr | ₹5898 Cr |
Funds Managed | 7 | 7 | 7 |
DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 6.14 | 5.13 | 5.13 |
Large Cap | 48.7 | 42.53 | 42.53 |
Mid Cap | 36.09 | 33.94 | 33.94 |
Small Cap | 9.07 | 18.41 | 18.41 |
Sector Allocation
Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 2.36 | 3.13 | 3.13 |
Communication Services | 2.74 | 2.35 | 2.35 |
Technology | 9.59 | 6.23 | 6.23 |
Basic Materials | 9.63 | 9.04 | 9.04 |
Industrials | 3.87 | 20.3 | 20.3 |
Financial Services | 33.66 | 24.15 | 24.15 |
Consumer Cyclical | 11.5 | 15.37 | 15.37 |
Energy | 6.83 | 1.9 | 1.9 |
Consumer Defensive | 3.31 | 6.41 | 6.41 |
Healthcare | 11.46 | 7.27 | 7.27 |
Utilities | 3.43 | 2.49 | 2.49 |
Real Estate | 1.63 | 1.36 | 1.36 |
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