Bajaj Finserv Large and Mid Cap Fund vs DSP Equity Opportunities Fund compare

Link copied to clipboard!

tortoise-icon Bajaj Finserv Large and Mid Cap Fund - Reg (G)

Invest Now

tortoise-icon DSP Equity Opportunities Fund-Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) DSP Equity Opportunities Fund-Regular Plan - Growth
Fund Bajaj Finserv Large and Mid Cap Fund - Reg (G) DSP Equity Opportunities Fund-Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1553 Cr ₹13804 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 27 Feb 2024 16 May 2000
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%
Expense Ratio 2.06 1.72
Manager Nimesh Chandan Rohit Singhania
ISIN Code INF0QA701730 INF740K01094
Exits Load Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) DSP Equity Opportunities Fund-Regular Plan - Growth
1 Month 1.7% 1.28%
6 Month 2.36% 2.57%
1 Year - 23.97%
3 Year - 19.73%
5 Year - 20.57%

SIP Return Analysis

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) DSP Equity Opportunities Fund-Regular Plan - Growth
6 Month - -
1 Year - 15.73%
3 Year - 25.84%
5 Year - 24.16%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) DSP Equity Opportunities Fund-Regular Plan - Growth
1 Year - 18.32%
3 Year - 17.6%
5 Year - 16.47%

Risk Management

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) DSP Equity Opportunities Fund-Regular Plan - Growth
Standard Deviation - 12.87%
Sharp - 0.97%
Beta - 0.94%
Alpha - 2%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) DSP Equity Opportunities Fund-Regular Plan - Growth
Name Nimesh Chandan Rohit Singhania
Total AUM ₹0 Cr ₹46862 Cr
Fund Manage 8 7
Bajaj Finserv Large and Mid Cap Fund - Reg (G) DSP Equity Opportunities Fund-Regular Plan - Growth

Market Cap

Scheme Name

Bajaj Finserv Large and Mid Cap Fund - Reg (G)

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 1.9 2.64
Large Cap 54.44 50.98
Mid Cap 35.86 35.21
Small Cap 7.8 10.84

Sector Allocation

Scheme Name

Bajaj Finserv Large and Mid Cap Fund - Reg (G)

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 1.9 2.64
Petroleum Products 2.67 3.01
Electrical Equipment 2.19 -
Finance 6 7.33
IT - Software 6.09 7.4
Transport Services 2.53 0.85
Construction 2.07 4.14
Diversified FMCG 5.92 2.35
Banks 12.55 23.92
Pharmaceuticals & Biotechnology 17.52 8.94
Leisure Services 3.04 -
Consumer Durables 6.35 2.91
Realty 2.43 1.02
Auto Components 3.6 6.06
Telecom - Services 3.92 2.71
Insurance 2.59 2.94
Entertainment 0.48 -
Agricultural Food & other Products 1.46 -
Industrial Products 1.36 2.52
Food Products 0.44 0.55
Chemicals & Petrochemicals 1.57 1.9
Cement & Cement Products 1.93 2.37
Consumable Fuels 1.25 -
Personal Products 1.16 1.42
Fertilizers & Agrochemicals 1.89 1.47
Retailing 2.06 -
Beverages 1.51 -
Capital Markets 1.32 -
Textiles & Apparels 1.69 -
Transport Infrastructure 0.51 -
Non - Ferrous Metals - 1.13
Healthcare Services - 0.64
Automobiles - 2.79
Gas - 3.9
Diversified - 0.87
Oil - 1.38
Power - 1.7
Ferrous Metals - 0.81

Top Comparisons

Kotak Bond Fund (G) Kotak Bond Fund (G)

3Y Returns5.3%

VS

Kotak Bond Fund - Regular Plan Growth Kotak Bond Fund - Regular Plan Growth

3Y Returns5.3%

Compare Now

HDFC Retirement Savings Fund - Equity Plan - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option

3Y Returns19.74%

VS

Bandhan Retirement Fund - Regular (G) Bandhan Retirement Fund - Regular (G)

3Y Returns0%

Compare Now

SBI Corporate Bond Fund - Regular Plan - Growth SBI Corporate Bond Fund - Regular Plan - Growth

3Y Returns5.82%

VS

Nippon India Corporate Bond Fund - Growth Plan - Growth Option Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns6.55%

Compare Now

Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth

3Y Returns0%

VS

Axis Gold Fund - Regular Plan - Growth Option Axis Gold Fund - Regular Plan - Growth Option

3Y Returns14.41%

Compare Now
Request call back
Add to Cart Successfully