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) | ₹35514 Cr | ₹16530 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 | 2.03% | 1.76% |
| 6 Month | 8.33% | 4.76% |
| 1 Year | 8.35% | 4.95% |
| 3 Year | 16.57% | 19.17% |
| 5 Year | 21.07% | 20.07% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.47% | 3.93% |
| 1 Year | 19% | 14.83% |
| 3 Year | 17% | 17.97% |
| 5 Year | 17.58% | 17.98% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.7% | 18.24% |
| 3 Year | 15.25% | 18.22% |
| 5 Year | 15.16% | 16.64% |
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 | 0.91% | 0.99% |
| Beta | 0.81% | 0.95% |
| Alpha | 0.06% | 1.3% |
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 | 6.03 | 8.73 |
| Large Cap | 38.05 | 47.64 |
| Mid Cap | 40.72 | 35.24 |
| Small Cap | 15.2 | 8.39 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.8 | 2.69 |
| Energy | 4.43 | 6.68 |
| Technology | 4.94 | 10.83 |
| Basic Materials | 17.12 | 8.9 |
| Consumer Defensive | 6.55 | 3.19 |
| Industrials | 9.49 | 3.84 |
| Financial Services | 24.85 | 34.65 |
| Healthcare | 11.94 | 10.67 |
| Consumer Cyclical | 13.97 | 10.25 |
| Communication Services | 1.45 | 3.1 |
| Utilities | 1.47 | 3.51 |
| Real Estate | - | 1.69 |
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