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SBI Large & MIDCap Fund vs DSP Equity Opportunities Fund compare

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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

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Chart Comparison

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

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) ₹37045 Cr ₹17215 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 0.36% 1.29%
6 Month 4.22% 3.29%
1 Year 9.85% 7.11%
3 Year 18.16% 20.74%
5 Year 19.58% 19.16%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth DSP Large & Mid Cap Fund - Regular Growth
6 Month 2.97% 3.68%
1 Year 15.31% 13.81%
3 Year 15.48% 16.99%
5 Year 16.64% 17.48%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth DSP Large & Mid Cap Fund - Regular Growth
1 Year 13.6% 18.19%
3 Year 15.27% 18.27%
5 Year 15.18% 16.67%

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 0.94% 0.98%
Beta 0.81% 0.95%
Alpha 0.64% 1.43%

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 8.57 9.22
Large Cap 36.05 48.48
Mid Cap 41.51 34.63
Small Cap 13.86 7.68

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

DSP Large & Mid Cap Fund - Regular Growth

Others 4.39 1.27
Energy 4.37 6.17
Technology 5.06 11.19
Basic Materials 16.28 8.6
Consumer Defensive 6.42 3.03
Industrials 9.21 3.57
Financial Services 23.24 36.37
Healthcare 12.23 10.15
Consumer Cyclical 15.47 11.68
Communication Services 1.53 3.23
Utilities 1.8 3.06
Real Estate - 1.67

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