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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) | ₹33031 Cr | ₹15663 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 | -2.35% | -4.93% |
| 6 Month | 6.3% | 3.3% |
| 1 Year | 3.81% | -1.17% |
| 3 Year | 18.16% | 19.37% |
| 5 Year | 23.9% | 22.28% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.44% | 1.85% |
| 1 Year | 5.84% | -0.2% |
| 3 Year | 15.18% | 16.74% |
| 5 Year | 17.28% | 17.47% |
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 | 1.34% | 1.32% |
| Beta | 0.81% | 0.94% |
| Alpha | 1.71% | 1.76% |
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 | 5.9 | 9.68 |
| Large Cap | 41.23 | 47.71 |
| Small Cap | 15.79 | 9.63 |
| Mid Cap | 37.08 | 32.98 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.4 | 6.35 |
| Energy | 3.45 | 5.63 |
| Technology | 4.72 | 8.41 |
| Basic Materials | 16.52 | 9.49 |
| Industrials | 9.61 | 3.98 |
| Financial Services | 28.71 | 33.51 |
| Consumer Defensive | 5.41 | 3.77 |
| Healthcare | 10.28 | 10.19 |
| Consumer Cyclical | 13.35 | 10.94 |
| Communication Services | 1.79 | 3.35 |
| Utilities | 1.76 | 3.45 |
| Real Estate | - | 0.93 |
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