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) | ₹31296 Cr | ₹15013 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 | 4.58% | 2.85% |
6 Month | 5.22% | 2.95% |
1 Year | 6.23% | 3.86% |
3 Year | 22.95% | 25.26% |
5 Year | 25.57% | 24.57% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 10.48% | 9.11% |
1 Year | 15.14% | 10.97% |
3 Year | 19.03% | 21.87% |
5 Year | 19.86% | 20.65% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 14.46% | 18.09% |
3 Year | 14.87% | 17.78% |
5 Year | 14.98% | 16.68% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.15% | 14.12% |
Sharp | 1.26% | 1.25% |
Beta | 0.84% | 0.96% |
Alpha | 3.94% | 4.62% |
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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 | 4.29 | 8.89 |
Large Cap | 39.88 | 46.85 |
Small Cap | 17.42 | 8.73 |
Mid Cap | 38.41 | 35.26 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 4.29 | 8.89 |
Petroleum Products | 3.45 | 3.35 |
IT - Software | 5.37 | 6.78 |
Pharmaceuticals & Biotechnology | 10.26 | 8 |
Industrial Manufacturing | 1.58 | - |
Cement & Cement Products | 4.78 | 2.05 |
Construction | 2.3 | 3.41 |
Banks | 23 | 22.41 |
Diversified FMCG | 1.5 | 2.24 |
Non - Ferrous Metals | 2.51 | 1.02 |
Ferrous Metals | 3.33 | 1.32 |
Auto Components | 8.37 | 6.39 |
Personal Products | 2.9 | 1.21 |
Telecom - Services | 1.73 | 3.44 |
Capital Markets | 2.92 | - |
Consumer Durables | 4.53 | 2.42 |
Chemicals & Petrochemicals | 0.57 | 1.5 |
Transport Services | 0.85 | 0.93 |
Finance | 2.79 | 4.3 |
Industrial Products | 1.43 | 1.07 |
Agricultural, Commercial & Construction Vehicles | 2.04 | - |
Gas | 0.31 | 3.55 |
Retailing | 1.37 | - |
Food Products | 0.47 | 0.44 |
Healthcare Services | 0.58 | 2.54 |
Beverages | 0.98 | - |
Textiles & Apparels | 2.26 | - |
Leisure Services | 1.79 | - |
Power | 1.74 | 1.46 |
Automobiles | - | 2.8 |
Insurance | - | 4.51 |
Fertilizers & Agrochemicals | - | 1.32 |
Realty | - | 0.95 |
Oil | - | 1.43 |
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