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) ₹3609 Cr ₹13804 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 03 Apr 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 1.94 1.72
Manager Cheenu Gupta Rohit Singhania
ISIN Code INF336L01NY9 INF740K01094
Exits Load HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 HSBC Large & Mid Cap Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
1 Month -13.5% -5.32%
6 Month -7.56% -6.35%
1 Year 16.88% 15.95%
3 Year 15.32% 17.34%
5 Year 18.23% 19.21%

SIP Return Analysis

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
6 Month - -
1 Year 24.2% 9.62%
3 Year 30.02% 24.65%
5 Year 26.23% 23.43%

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% 0.88%
Beta 0.93% 0.95%
Alpha 0.54% 2.03%

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 5.47 2.64
Small Cap 14.21 10.84
Large Cap 38.58 50.98
Mid Cap 41.74 35.21

Sector Allocation

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 5.47 2.64
Realty 3.9 1.02
Petroleum Products 0.02 3.01
Electrical Equipment 17.12 -
IT - Software 7.87 7.4
Capital Markets 9.22 -
Retailing 10.79 -
Construction 0.63 4.14
Healthcare Services 2.16 0.64
Banks 6.56 23.92
Pharmaceuticals & Biotechnology 2.87 8.94
Leisure Services 0.92 -
Paper, Forest & Jute Products 0.77 -
Aerospace & Defense 4.66 -
Power 3.74 1.7
Automobiles 3.7 2.79
Finance 1.01 7.33
Beverages 0.06 -
Industrial Manufacturing 4.04 -
Personal Products 0.31 1.42
Industrial Products 3.01 2.52
Consumer Durables 6.97 2.91
Auto Components 0.02 6.06
Telecom - Services 0.37 2.71
Financial Technology (Fintech) 3.16 -
Cement & Cement Products 0.65 2.37
Diversified FMCG - 2.35
Non - Ferrous Metals - 1.13
Chemicals & Petrochemicals - 1.9
Transport Services - 0.85
Insurance - 2.94
Gas - 3.9
Fertilizers & Agrochemicals - 1.47
Diversified - 0.87
Oil - 1.38
Food Products - 0.55
Ferrous Metals - 0.81

Top Comparisons

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns17.09%

VS

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns16.42%

Compare Now

Tata Equity PE Fund Regular Plan -(Growth Option) Tata Equity PE Fund Regular Plan -(Growth Option)

3Y Returns18.55%

VS

UTI Value Fund- Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option

3Y Returns16.26%

Compare Now

HDFC Money Market Fund - Growth Option HDFC Money Market Fund - Growth Option

3Y Returns6.67%

VS

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns6.26%

Compare Now

ITI Flexi Cap Fund Regular - Growth ITI Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns13.32%

Compare Now
Request call back
Add to Cart Successfully