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) | ₹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 | -0.05% | -0.02% |
6 Month | 9.71% | 6.15% |
1 Year | 3% | -0.34% |
3 Year | 17.64% | 20.71% |
5 Year | 23.53% | 22.79% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 2.05% | 1.09% |
1 Year | 12.78% | 8.93% |
3 Year | 15.91% | 17.35% |
5 Year | 17.21% | 17.67% |
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 | 11.30% | 13.50% |
Sharp | 0.85% | 0.93% |
Beta | 0.85% | 0.99% |
Alpha | 2.09% | 3.85% |
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 |
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