Sundaram Large Cap Fund Regular Plan vs DSP Top 100 Equity Fund compare
DSP Large Cap Fund - Regular Plan - Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | DSP Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹6621 Cr | ₹3280 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 10 Mar 2003 | 01 Oct 2020 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 TRI | NIFTY 100 TRI |
| Turn Over | 42% | 23% |
| Expense Ratio | 1.88 | 1.93 |
| Manager | Jay Kothari | Sudhir Kedia |
| ISIN Code | INF740K01243 | INF903JA1IZ3 |
| Exits Load | DSP Top 100 Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Large Cap Fund - Regular Plan - 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 Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.54% | 2.38% |
| 6 Month | 3.68% | 3.73% |
| 1 Year | 4.78% | 3.53% |
| 3 Year | 17.19% | 11.68% |
| 5 Year | 17.91% | 16.29% |
SIP Return Analysis
| Scheme Name | DSP Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.56% | 2.47% |
| 1 Year | 10.73% | 8.75% |
| 3 Year | 16.16% | 10.42% |
| 5 Year | 15.51% | 11.47% |
Rolling Lumpsum Returns
| Scheme Name | DSP Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.03% | 12.5% |
| 3 Year | 13.35% | 14.7% |
| 5 Year | 12.46% | - |
Risk Management
| Scheme Name | DSP Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.37% | 11.22% |
| Sharp | 1.02% | 0.47% |
| Beta | 0.86% | 0.90% |
| Alpha | 3.93% | -2.26% |
Fund Managers
| Scheme Name | DSP Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Jay Kothari | Sudhir Kedia |
| Total AUM | ₹0 Cr | ₹10423 Cr |
| Funds Managed | 20 | 8 |
| DSP Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP Large Cap Fund - Regular Plan - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Large Cap | 90.92 | 81.71 |
| Small Cap | 6.06 | 2.26 |
| Mid Cap | 3.02 | 7.07 |
| Others | - | 8.97 |
Sector Allocation
| Scheme Name |
DSP Large Cap Fund - Regular Plan - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 9.41 | 8.03 |
| IT - Software | 7.44 | - |
| Pharmaceuticals & Biotechnology | 8.35 | - |
| Banks | 29.56 | - |
| Chemicals & Petrochemicals | 1.04 | - |
| Insurance | 7.9 | - |
| Automobiles | 6.96 | - |
| Telecom - Services | 1.52 | - |
| Gas | 3.54 | - |
| Finance | 4.59 | - |
| IT - Services | 0.82 | - |
| Diversified FMCG | 5.9 | - |
| Oil | 3.05 | - |
| Healthcare Services | 1.41 | - |
| Power | 4.93 | - |
| Auto Components | 3.58 | - |
| Energy | - | 9.48 |
| Technology | - | 8.45 |
| Consumer Cyclical | - | 10.99 |
| Industrials | - | 6.63 |
| Financial Services | - | 31.99 |
| Healthcare | - | 5.14 |
| Consumer Defensive | - | 6.24 |
| Communication Services | - | 6.53 |
| Basic Materials | - | 4.48 |
| Utilities | - | 2.04 |
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