SBI Large & MIDCap Fund vs DSP Equity Opportunities Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹33348 Cr | ₹15502 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 25 May 2005 | 16 May 2000 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 25% | 40% |
Expense Ratio | 1.6 | 1.7 |
Manager | Pradeep Kesavan | Rohit Singhania |
ISIN Code | INF200K01305 | INF740K01094 |
Exits Load | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | -1.07% | -1.25% |
6 Month | 12.43% | 10.04% |
1 Year | 2.75% | -1.81% |
3 Year | 18.26% | 20.34% |
5 Year | 23.13% | 22.03% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 3.65% | 0.95% |
1 Year | 9.63% | 3.78% |
3 Year | 16.87% | 18.55% |
5 Year | 18.35% | 18.67% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 14.21% | 17.79% |
3 Year | 15% | 17.91% |
5 Year | 15.04% | 16.77% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.75% | 12.87% |
Sharp | 1.12% | 1.06% |
Beta | 0.8% | 0.94% |
Alpha | 1.99% | 1.63% |
Fund Managers
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Name | Pradeep Kesavan | Rohit Singhania |
Total AUM | ₹434274 Cr | ₹46862 Cr |
Funds Managed | 43 | 7 |
SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 6.44 | 7.67 |
Large Cap | 38.72 | 47.22 |
Small Cap | 16.35 | 9.59 |
Mid Cap | 38.49 | 35.51 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 4.99 | 3.99 |
Energy | 3.17 | 6.77 |
Technology | 4.37 | 9.06 |
Basic Materials | 16.87 | 9.77 |
Industrials | 9.35 | 4.11 |
Financial Services | 27.34 | 32.12 |
Consumer Defensive | 5.83 | 3.96 |
Healthcare | 11.81 | 11.2 |
Consumer Cyclical | 13.56 | 11.35 |
Communication Services | 1.16 | 2.91 |
Utilities | 1.56 | 3.17 |
Real Estate | - | 1.59 |
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