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) | ₹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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