DSP Equity Opportunities Fund vs HSBC Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
DSP Equity Opportunities Fund-Regular Plan - Growth
Chart Comparison
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) | ₹3873 Cr | ₹13444 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 | 1.91 | 1.7 |
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 | -6.12% | -1.48% |
6 Month | -18.59% | -12.25% |
1 Year | 1.81% | 7.7% |
3 Year | 14.23% | 18.71% |
5 Year | 18.17% | 20.83% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | -16.41% | -8.5% |
1 Year | -27.26% | -12.5% |
3 Year | 11.1% | 16.62% |
5 Year | 14.84% | 18.39% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Year | 21.03% | 18.49% |
3 Year | 19.46% | 17.67% |
5 Year | 21.66% | 16.58% |
Risk Management
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.811% | 14.351% |
Sharp | 0.444% | 0.738% |
Beta | 0.981% | 0.952% |
Alpha | 1.122% | 4.439% |
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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 | 1.8533 | 3.70057 |
Large Cap | 44.96934 | 50.98143 |
Small Cap | 12.89418 | 9.93694 |
Mid Cap | 40.28316 | 35.38106 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 1.8533 | 2.18428 |
Energy | 0.02286 | 5.94641 |
Industrials | 25.68278 | 6.88122 |
Technology | 16.65463 | 7.56851 |
Financial Services | 22.59974 | 32.75593 |
Consumer Cyclical | 16.84264 | 10.78835 |
Healthcare | 7.5383 | 9.86673 |
Basic Materials | 1.64525 | 10.92431 |
Utilities | 3.10601 | 4.5083 |
Consumer Defensive | 0.41252 | 4.16784 |
Real Estate | 2.11703 | 1.13464 |
Communication Services | 1.52492 | 3.27348 |
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