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) | ₹17576 Cr | ₹3116 Cr | ₹3116 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| 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% | -2.9% | -2.9% |
| 6 Month | 2.86% | -3.26% | -3.26% |
| 1 Year | 11.17% | 4.47% | 4.47% |
| 3 Year | 20.81% | 17.76% | 17.76% |
| 5 Year | 18.6% | 16.09% | 16.09% |
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 | 3.17% | 0.77% | 0.77% |
| 1 Year | 13.76% | 7.69% | 7.69% |
| 3 Year | 15.88% | 12.68% | 12.68% |
| 5 Year | 16.9% | 13.78% | 13.78% |
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 | 18.01% | 12.28% | 12.28% |
| 3 Year | 18.35% | 15.46% | 15.46% |
| 5 Year | 16.7% | 15.49% | 15.49% |
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% | 12.59% | 12.59% |
| Sharp | 1.06% | 0.79% | 0.79% |
| Beta | 0.95% | 1.03% | 1.03% |
| Alpha | 1.73% | -1.79% | -1.79% |
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 | 9.68 | 7.69 | 7.69 |
| Large Cap | 47.91 | 40.24 | 40.24 |
| Mid Cap | 34.82 | 35.32 | 35.32 |
| Small Cap | 7.58 | 16.75 | 16.75 |
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 | 1.65 | 2.4 | 2.4 |
| Communication Services | 3.36 | 2.59 | 2.59 |
| Technology | 10.73 | 7.13 | 7.13 |
| Basic Materials | 8.58 | 7.4 | 7.4 |
| Industrials | 3.53 | 20.48 | 20.48 |
| Financial Services | 35.93 | 25.53 | 25.53 |
| Consumer Cyclical | 12.18 | 16.13 | 16.13 |
| Energy | 6.44 | 2.14 | 2.14 |
| Consumer Defensive | 2.92 | 5.76 | 5.76 |
| Healthcare | 9.94 | 6.71 | 6.71 |
| Utilities | 2.99 | 2.34 | 2.34 |
| Real Estate | 1.75 | 1.4 | 1.4 |
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