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) | ₹6399 Cr | ₹3302 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 | 2.59% | 1.81% |
6 Month | 11.32% | 10.87% |
1 Year | 1.2% | -3.36% |
3 Year | 18.07% | 12.5% |
5 Year | 18.87% | - |
SIP Return Analysis
Scheme Name | DSP Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 2.08% | 1.87% |
1 Year | 9.14% | 5.71% |
3 Year | 17.09% | 10.52% |
5 Year | 15.98% | - |
Rolling Lumpsum Returns
Scheme Name | DSP Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.15% | 13.13% |
3 Year | 13.29% | 15.06% |
5 Year | 12.41% | - |
Risk Management
Scheme Name | DSP Large Cap Fund - Regular Plan - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.37% | 11.64% |
Sharp | 0.91% | 0.43% |
Beta | 0.85% | 0.91% |
Alpha | 4.24% | -1.27% |
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 |
---|---|---|
Others | 14.17 | 6.2 |
Large Cap | 77.39 | 82.84 |
Small Cap | 4.75 | 2.28 |
Mid Cap | 3.69 | 8.68 |
Sector Allocation
Scheme Name |
DSP Large Cap Fund - Regular Plan - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 10.4 | 5.23 |
Technology | 6.9 | 8.68 |
Healthcare | 9.79 | 7.09 |
Financial Services | 43.01 | 33.64 |
Consumer Cyclical | 10.05 | 10.63 |
Basic Materials | 1.23 | 4.24 |
Communication Services | 1.55 | 6.55 |
Utilities | 7.09 | 1.95 |
Industrials | 0.86 | 6.49 |
Consumer Defensive | 5.2 | 6.51 |
Energy | 3.92 | 8.97 |
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