Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Large & MIDCap Fund vs DSP Equity Opportunities Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹34065 Cr ₹15857 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 1.48% 1.16%
6 Month 8.73% 5.45%
1 Year 5.03% 2.5%
3 Year 16.11% 19.42%
5 Year 22.66% 21.68%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth DSP Large & Mid Cap Fund - Regular Growth
6 Month 2.49% 2.18%
1 Year 14.14% 11.05%
3 Year 15.54% 16.97%
5 Year 16.64% 17.23%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth DSP Large & Mid Cap Fund - Regular Growth
1 Year 14.02% 17.62%
3 Year 15.11% 18%
5 Year 15.09% 16.87%

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% 0.96%
Alpha 0.45% 1.68%

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 5.75 6.14
Large Cap 37.79 48.7
Small Cap 15.66 9.07
Mid Cap 40.79 36.09

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

DSP Large & Mid Cap Fund - Regular Growth

Others 4.41 2.36
Energy 4.26 6.83
Technology 4.19 9.59
Basic Materials 17.26 9.63
Industrials 9.66 3.87
Financial Services 24.87 33.66
Consumer Defensive 6.14 3.31
Healthcare 11.95 11.46
Consumer Cyclical 14.43 11.5
Communication Services 1.42 2.74
Utilities 1.42 3.43
Real Estate - 1.63

Top Comparisons

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns7.55%

VS

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns7.25%

Compare Now

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns7.19%

VS

PGIM India Arbitrage Fund - Regular Plan - Growth PGIM India Arbitrage Fund - Regular Plan - Growth

3Y Returns6.58%

Compare Now

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns19.69%

VS

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns14.1%

Compare Now

BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

3Y Returns7.55%

VS

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns8.27%

Compare Now
Add to Cart Successfully