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 | 7.72% | 6.59% |
6 Month | -14.33% | -6.12% |
1 Year | 5.9% | 13.78% |
3 Year | 14.91% | 18.78% |
5 Year | 23.53% | 25.91% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | -5.8% | 1.13% |
1 Year | -14.71% | -1.23% |
3 Year | 16.11% | 20.76% |
5 Year | 17.35% | 20.38% |
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% | 12.87% |
Sharp | 0.444% | 0.78% |
Beta | 0.981% | 0.95% |
Alpha | 1.122% | 2.83% |
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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 |
Funds Managed | 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 | 1.85 | 5.88 |
Large Cap | 44.97 | 48.8 |
Small Cap | 12.89 | 9.7 |
Mid Cap | 40.28 | 35.62 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 1.85 | 4.12 |
Energy | 0.02 | 5.64 |
Industrials | 25.68 | 6.42 |
Technology | 16.65 | 6.32 |
Financial Services | 22.6 | 32.34 |
Consumer Cyclical | 16.84 | 10.36 |
Healthcare | 7.54 | 10.95 |
Basic Materials | 1.65 | 10.94 |
Utilities | 3.11 | 4.3 |
Consumer Defensive | 0.41 | 4.15 |
Real Estate | 2.12 | 1.14 |
Communication Services | 1.52 | 3.31 |
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