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

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

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tortoise-icon 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 Large & Mid Cap Fund - Regular Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Fund DSP Large & Mid Cap Fund - Regular Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average 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

Trailing Lumpsum Returns

Scheme Name DSP Large & Mid Cap Fund - Regular Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month 2.27% 2.31%
6 Month 3.71% 0.17%
1 Year 11.69% 6.34%
3 Year 23.82% 18.64%
5 Year 27.52% 25.09%

SIP Return Analysis

Scheme Name DSP Large & Mid Cap Fund - Regular Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month 6.23% 4.86%
1 Year 5.93% 2.49%
3 Year 22.44% 16.93%
5 Year 21% 17.32%

Rolling Lumpsum Returns

Scheme Name DSP Large & Mid Cap Fund - Regular 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%

Risk Management

Scheme Name DSP Large & Mid Cap Fund - Regular Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 12.87% 14.877%
Sharp 0.94% 0.357%
Beta 0.94% 0.998%
Alpha 2.69% -1.131%

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Fund Managers

Scheme Name DSP Large & Mid Cap Fund - Regular 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 Large & Mid Cap Fund - Regular Growth Sundaram Large and Midcap Fund Regular Plan - Growth

Market Cap

Scheme Name

DSP Large & Mid Cap Fund - Regular Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others - 3.47
Large Cap - 52.13
Small Cap - 8.46
Mid Cap - 35.95

Sector Allocation

Scheme Name

DSP Large & Mid Cap Fund - Regular Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others - 3.47
Energy - 6.53
Technology - 7.5
Communication Services - 5.74
Basic Materials - 4.8
Industrials - 12.24
Financial Services - 23.3
Healthcare - 9.93
Consumer Cyclical - 16.44
Real Estate - 2.54
Consumer Defensive - 5.14
Utilities - 2.39

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