Bajaj Finserv Large and Mid Cap Fund vs DSP Equity Opportunities Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
DSP Equity Opportunities Fund-Regular Plan - Growth
Chart Comparison
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) | ₹1704 Cr | ₹13444 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 | 1.7 |
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 | -5.67% | -4.44% |
6 Month | -11.81% | -12.57% |
1 Year | 7.63% | 7.24% |
3 Year | - | 20.56% |
5 Year | - | 20% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | -9% | -8.5% |
1 Year | -12.64% | -11.5% |
3 Year | - | 17.05% |
5 Year | - | 18.71% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Year | - | 18.49% |
3 Year | - | 17.67% |
5 Year | - | 16.58% |
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 | - | 0.73% |
Beta | - | 0.97% |
Alpha | - | 0.68% |
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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 | 4.70037 | 3.70057 |
Large Cap | 56.59672 | 50.98143 |
Mid Cap | 32.06918 | 35.38106 |
Small Cap | 6.63371 | 9.93694 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 3.85822 | 2.18428 |
Energy | 4.85225 | 5.94641 |
Industrials | 10.35526 | 6.88122 |
Financial Services | 18.92646 | 32.75593 |
Technology | 8.5467 | 7.56851 |
Basic Materials | 9.09496 | 10.92431 |
Consumer Defensive | 9.05405 | 4.16784 |
Healthcare | 16.17251 | 9.86673 |
Consumer Cyclical | 11.77231 | 10.78835 |
Real Estate | 2.44526 | 1.13464 |
Communication Services | 4.922 | 3.27348 |
Utilities | - | 4.5083 |
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