Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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) ₹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%

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 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

Top Comparisons

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns5.54%

VS

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.93%

Compare Now

Nippon India Short Term Fund-Growth Plan Nippon India Short Term Fund-Growth Plan

3Y Returns6.21%

VS

Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.09%

Compare Now

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns20.5%

VS

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns11.49%

Compare Now

Edelweiss Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

3Y Returns16.39%

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option

3Y Returns12.59%

Compare Now
Add to Cart Successfully