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) | ₹15502 Cr | ₹3101 Cr | ₹3101 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 | -1.25% | -1.88% | -1.88% |
6 Month | 10.04% | 11.2% | 11.2% |
1 Year | -1.81% | -3.33% | -3.33% |
3 Year | 20.34% | 16.28% | 16.28% |
5 Year | 22.03% | 20.26% | 20.26% |
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 | 0.95% | 1.5% | 1.5% |
1 Year | 3.78% | 2.99% | 2.99% |
3 Year | 18.55% | 16.97% | 16.97% |
5 Year | 18.67% | 16.6% | 16.6% |
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 | 17.79% | 13.18% | 13.18% |
3 Year | 17.91% | 15.19% | 15.19% |
5 Year | 16.77% | 15.17% | 15.17% |
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% | 14.76% | 14.76% |
Sharp | 1.06% | 0.72% | 0.72% |
Beta | 0.94% | 0.98% | 0.98% |
Alpha | 1.63% | 1.41% | 1.41% |
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 | 7.67 | 4.14 | 4.14 |
Large Cap | 47.22 | 40.93 | 40.93 |
Mid Cap | 35.51 | 35.49 | 35.49 |
Small Cap | 9.59 | 19.44 | 19.44 |
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 | 3.99 | 2.42 | 2.42 |
Communication Services | 2.91 | 1.99 | 1.99 |
Technology | 9.06 | 6.11 | 6.11 |
Basic Materials | 9.77 | 7.85 | 7.85 |
Industrials | 4.11 | 22.71 | 22.71 |
Financial Services | 32.12 | 25.01 | 25.01 |
Consumer Cyclical | 11.35 | 15.27 | 15.27 |
Energy | 6.77 | 1.9 | 1.9 |
Consumer Defensive | 3.96 | 5.42 | 5.42 |
Healthcare | 11.2 | 7.32 | 7.32 |
Utilities | 3.17 | 2.57 | 2.57 |
Real Estate | 1.59 | 1.44 | 1.44 |
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