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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) | ₹17215 Cr | ₹7047 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 | -0.01% | -1.16% |
| 6 Month | 2.43% | 2.85% |
| 1 Year | 6.67% | 2.92% |
| 3 Year | 20.84% | 16.89% |
| 5 Year | 19.42% | 17.6% |
SIP Return Analysis
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.68% | 2.38% |
| 1 Year | 13.81% | 13.38% |
| 3 Year | 16.99% | 13.9% |
| 5 Year | 17.48% | 14.58% |
Rolling Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.19% | 10.34% |
| 3 Year | 18.27% | 14.44% |
| 5 Year | 16.67% | 13.16% |
Risk Management
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.87% | 12.94% |
| Sharp | 0.98% | 0.76% |
| Beta | 0.95% | 0.96% |
| Alpha | 1.43% | -1.65% |
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 | 9.22 | 6.4 |
| Large Cap | 48.48 | 44.53 |
| Mid Cap | 34.63 | 37.64 |
| Small Cap | 7.68 | 11.42 |
Sector Allocation
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.27 | 3.23 |
| Communication Services | 3.23 | 5.14 |
| Technology | 11.19 | 4.8 |
| Basic Materials | 8.6 | 7.5 |
| Industrials | 3.57 | 11.18 |
| Financial Services | 36.37 | 29.26 |
| Consumer Cyclical | 11.68 | 13.46 |
| Energy | 6.17 | 6.98 |
| Consumer Defensive | 3.03 | 4.33 |
| Healthcare | 10.15 | 9.7 |
| Utilities | 3.06 | 1.68 |
| Real Estate | 1.67 | 2.75 |
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