Sundaram Large and Midcap Fund Regular Plan vs DSP Equity Opportunities Fund compare

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DSP Equity Opportunities Fund-Regular Plan - Growth

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Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹13444 Cr	₹6470 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	16 May 2000	27 Feb 2007
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	40%	25%
Expense Ratio	1.7	1.85
Manager	Rohit Singhania	Ashish Aggarwal
ISIN Code	INF740K01094	INF903J01DT1
Exits Load	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	Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	2.38%	2.88%
6 Month	-2.13%	-4.23%
1 Year	11.05%	6.64%
3 Year	20.52%	14.96%
5 Year	25.31%	23.11%

Scheme Name	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	2.69%	0.39%
1 Year	0.08%	-4.99%
3 Year	21.32%	15.31%
5 Year	20.65%	16.74%

Scheme Name	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	18.49%	11.53%
3 Year	17.67%	14.16%
5 Year	16.58%	12.49%

Scheme Name	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	12.87%	14.877%
Sharp	0.78%	0.357%
Beta	0.95%	0.998%
Alpha	2.83%	-1.131%

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Scheme Name	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Rohit Singhania	Ashish Aggarwal
Total AUM	₹46862 Cr	₹9635 Cr
Funds Managed	7	7
	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	5.88	3.47
Large Cap	48.8	52.13
Mid Cap	35.62	35.95
Small Cap	9.7	8.46

Scheme Name	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	4.12	3.47
Communication Services	3.31	5.74
Technology	6.32	7.5
Basic Materials	10.94	4.8
Industrials	6.42	12.24
Financial Services	32.34	23.3
Energy	5.64	6.53
Consumer Defensive	4.15	5.14
Healthcare	10.95	9.93
Utilities	4.3	2.39
Consumer Cyclical	10.36	16.44
Real Estate	1.14	2.54