Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

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 -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

Top Comparisons

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns7.7%

VS

Invesco India GILT Fund - Growth Invesco India GILT Fund - Growth

3Y Returns7.26%

Compare Now

HDFC Gold ETF Fund of Fund - Growth Option HDFC Gold ETF Fund of Fund - Growth Option

3Y Returns35.33%

VS

INVESCO INDIA GOLD ETF FUND OF FUND- Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth

3Y Returns34.69%

Compare Now

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

3Y Returns14.53%

VS

Tata Children's Fund - Regular Plan - Growth Option Tata Children's Fund - Regular Plan - Growth Option

3Y Returns14.22%

Compare Now

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns19.68%

VS

Tata Quant Fund-Regular Plan-Growth Tata Quant Fund-Regular Plan-Growth

3Y Returns%

Compare Now
Add to Cart Successfully