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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) | ₹15502 Cr | ₹6789 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 | -1.93% | -0.36% |
| 6 Month | 10.42% | 12.49% |
| 1 Year | -0.69% | 0.04% |
| 3 Year | 19.01% | 14.9% |
| 5 Year | 22.29% | 20.29% |
SIP Return Analysis
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.28% | 3.6% |
| 1 Year | 1.66% | 3.89% |
| 3 Year | 17.34% | 14.32% |
| 5 Year | 17.82% | 15.27% |
Rolling Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.79% | 10.83% |
| 3 Year | 17.91% | 14.22% |
| 5 Year | 16.77% | 12.76% |
Risk Management
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.87% | 13.68% |
| Sharp | 1.06% | 0.73% |
| Beta | 0.94% | 0.98% |
| Alpha | 1.63% | 0.80% |
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 | 7.67 | 5.3 |
| Large Cap | 47.22 | 45.65 |
| Mid Cap | 35.51 | 37.21 |
| Small Cap | 9.59 | 11.84 |
Sector Allocation
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.99 | 2.13 |
| Communication Services | 2.91 | 7.15 |
| Technology | 9.06 | 3.55 |
| Basic Materials | 9.77 | 7.94 |
| Industrials | 4.11 | 9.09 |
| Financial Services | 32.12 | 26.53 |
| Consumer Cyclical | 11.35 | 15.72 |
| Energy | 6.77 | 6.6 |
| Consumer Defensive | 3.96 | 5.95 |
| Healthcare | 11.2 | 9.95 |
| Utilities | 3.17 | 2.74 |
| Real Estate | 1.59 | 2.64 |
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