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LIC MF Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare

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tortoise-icon DSP Large & Mid Cap Fund - Regular Growth

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tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

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tortoise-icon LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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