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) | ₹13444 Cr | ₹2916 Cr | ₹2916 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 | 1.42% | 3.08% | 3.08% |
6 Month | 1.69% | -0.57% | -0.57% |
1 Year | 11.33% | 9.23% | 9.23% |
3 Year | 23.66% | 19.03% | 19.03% |
5 Year | 27.56% | 24.81% | 24.81% |
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 | 6.23% | 5.28% | 5.28% |
1 Year | 5.93% | 3.08% | 3.08% |
3 Year | 22.44% | 19.64% | 19.64% |
5 Year | 21% | 18.52% | 18.52% |
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 | 18.49% | 13.91% | 13.91% |
3 Year | 17.67% | 15.15% | 15.15% |
5 Year | 16.58% | 14.36% | 14.36% |
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% | 15.222% | 15.222% |
Sharp | 0.94% | 0.407% | 0.407% |
Beta | 0.94% | 0.962% | 0.962% |
Alpha | 2.69% | -0.018% | -0.018% |
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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 | - | 6.28 | 6.28 |
Large Cap | - | 40.11 | 40.11 |
Small Cap | - | 17.15 | 17.15 |
Mid Cap | - | 36.45 | 36.45 |
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 | - | 3.86 | 3.86 |
Energy | - | 3.14 | 3.14 |
Technology | - | 6.14 | 6.14 |
Consumer Defensive | - | 2.77 | 2.77 |
Financial Services | - | 24.53 | 24.53 |
Utilities | - | 2.41 | 2.41 |
Basic Materials | - | 9.16 | 9.16 |
Consumer Cyclical | - | 16.41 | 16.41 |
Industrials | - | 22.2 | 22.2 |
Communication Services | - | 1.74 | 1.74 |
Healthcare | - | 6.48 | 6.48 |
Real Estate | - | 1.16 | 1.16 |
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