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) | ₹37045 Cr | ₹17215 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 | 0.36% | 1.29% |
| 6 Month | 4.22% | 3.29% |
| 1 Year | 9.85% | 7.11% |
| 3 Year | 18.16% | 20.74% |
| 5 Year | 19.58% | 19.16% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.97% | 3.68% |
| 1 Year | 15.31% | 13.81% |
| 3 Year | 15.48% | 16.99% |
| 5 Year | 16.64% | 17.48% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.6% | 18.19% |
| 3 Year | 15.27% | 18.27% |
| 5 Year | 15.18% | 16.67% |
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 | 0.94% | 0.98% |
| Beta | 0.81% | 0.95% |
| Alpha | 0.64% | 1.43% |
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 | 8.57 | 9.22 |
| Large Cap | 36.05 | 48.48 |
| Mid Cap | 41.51 | 34.63 |
| Small Cap | 13.86 | 7.68 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.39 | 1.27 |
| Energy | 4.37 | 6.17 |
| Technology | 5.06 | 11.19 |
| Basic Materials | 16.28 | 8.6 |
| Consumer Defensive | 6.42 | 3.03 |
| Industrials | 9.21 | 3.57 |
| Financial Services | 23.24 | 36.37 |
| Healthcare | 12.23 | 10.15 |
| Consumer Cyclical | 15.47 | 11.68 |
| Communication Services | 1.53 | 3.23 |
| Utilities | 1.8 | 3.06 |
| Real Estate | - | 1.67 |
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