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Sundaram Large and Midcap Fund Regular Plan vs DSP Equity Opportunities Fund compare
DSP Large & Mid Cap Fund - Regular Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
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) | ₹15857 Cr | ₹6740 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 | 1.75% | 1.82% |
| 6 Month | 4.35% | 7.94% |
| 1 Year | 2.73% | 3.07% |
| 3 Year | 20.44% | 16.77% |
| 5 Year | 22.29% | 20.51% |
SIP Return Analysis
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2% | 3.48% |
| 1 Year | 10.59% | 13.69% |
| 3 Year | 17.97% | 15.76% |
| 5 Year | 18.02% | 15.78% |
Rolling Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.62% | 10.64% |
| 3 Year | 18% | 14.28% |
| 5 Year | 16.87% | 12.91% |
Risk Management
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.87% | 13.41% |
| Sharp | 0.99% | 0.68% |
| Beta | 0.96% | 0.99% |
| Alpha | 1.68% | 0.38% |
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 | 6.14 | 5.37 |
| Large Cap | 48.7 | 44.26 |
| Mid Cap | 36.09 | 38.01 |
| Small Cap | 9.07 | 12.36 |
Sector Allocation
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.36 | 3.16 |
| Communication Services | 2.74 | 5.83 |
| Technology | 9.59 | 3.67 |
| Basic Materials | 9.63 | 8.57 |
| Industrials | 3.87 | 10.75 |
| Financial Services | 33.66 | 26.64 |
| Consumer Cyclical | 11.5 | 15.48 |
| Energy | 6.83 | 6.69 |
| Consumer Defensive | 3.31 | 4.69 |
| Healthcare | 11.46 | 10.25 |
| Utilities | 3.43 | 1.69 |
| Real Estate | 1.63 | 2.58 |
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