DSP Equity Opportunities Fund vs HSBC Large & Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

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 HSBC Large & Mid Cap Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Fund HSBC Large & Mid Cap Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3382 Cr ₹13093 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 03 Mar 2019 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 68% 40%
Expense Ratio 1.98 1.74
Manager Cheenu Gupta Rohit Singhania
ISIN Code INF336L01NY9 INF740K01094
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1% if redeemed less than 12 months/365

Trailing Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
1 Month -2.74% -3.73%
6 Month 9.6% 9.47%
1 Year 38.75% 35.99%
3 Year 17.98% 18.03%
5 Year 21.16% 20.84%

SIP Return Analysis

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
6 Month - -
1 Year 29.94% 25.17%
3 Year 28.45% 27.53%
5 Year 25.28% 25%

Rolling Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
1 Year 20.37% 18.32%
3 Year 19.47% 17.6%
5 Year 21.86% 16.47%

Risk Management

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Standard Deviation 13.09% 12.87%
Sharp 1.13% 0.84%
Beta 0.93% 0.96%
Alpha 0.54% 0.97%

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 HSBC Large & Mid Cap Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Name Cheenu Gupta Rohit Singhania
Total AUM ₹0 Cr ₹46862 Cr
Fund Manage 9 7
HSBC Large & Mid Cap Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth

Market Cap

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 3.52 2.43
Large Cap 38.96 50.88
Small Cap 23.55 10.36
Mid Cap 33.97 36.02

Sector Allocation

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 2.06 2.43
Energy 5.57 -
Capital Goods 31.27 -
Technology 5.96 -
Consumer Staples 1.63 -
Financial 14.06 -
Construction 11.81 4.15
Healthcare 5.11 -
Metals & Mining 0.66 -
Services 12.34 -
Automobile 4.66 -
Chemicals 0.05 -
Consumer Discretionary 3.81 -
Communication 1.01 -
Telecom - Services - 2.87
IT - Software - 7.47
Cement & Cement Products - 2.41
Finance - 7.72
Consumer Durables - 2.93
Petroleum Products - 3.85
Diversified FMCG - 2.43
Non - Ferrous Metals - 1.19
Pharmaceuticals & Biotechnology - 8.23
Banks - 21.94
Chemicals & Petrochemicals - 1.94
Automobiles - 2.57
Transport Services - 0.88
Insurance - 3.1
Gas - 3.79
Fertilizers & Agrochemicals - 1.41
Realty - 1.18
Diversified - 0.94
Aerospace & Defense - 0.81
Oil - 1.62
Auto Components - 6.6
Industrial Products - 2.53
Food Products - 0.66
Personal Products - 1.47
Power - 1.76
Ferrous Metals - 0.81

Top Comparisons

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns12.51%

VS

SBI Blue Chip Fund-Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth

3Y Returns11.47%

Compare Now

Nippon India Silver ETF FOF-Regular Plan- Growth Option Nippon India Silver ETF FOF-Regular Plan- Growth Option

3Y Returns0%

VS

Aditya Birla Sun Life Silver ETF FOF-Regular Growth Aditya Birla Sun Life Silver ETF FOF-Regular Growth

3Y Returns0%

Compare Now

LIC MF Bond Fund-Regular Plan-Growth LIC MF Bond Fund-Regular Plan-Growth

3Y Returns5.82%

VS

UTI Medium to Long Duration Fund- Regular Plan - Growth UTI Medium to Long Duration Fund- Regular Plan - Growth

3Y Returns7.85%

Compare Now

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns19.15%

VS

DSP Focus Fund - Regular Plan - Growth DSP Focus Fund - Regular Plan - Growth

3Y Returns14.52%

Compare Now
Request call back
Add to Cart Successfully