DSP Equity Opportunities Fund vs LIC MF Large & Mid Cap Fund compare
DSP Large & Mid Cap Fund - Regular Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Average | Very High | Very High |
Asset Size (Cr) | ₹15502 Cr | ₹3013 Cr | ₹3013 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 16 May 2000 | 25 Feb 2015 | 25 Feb 2015 |
Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 40% | % | 46% |
Expense Ratio | 1.7 | 1.9 | 1.9 |
Manager | Rohit Singhania | Yogesh Patil | Yogesh Patil |
ISIN Code | INF740K01094 | INF767K01NB5 | INF767K01NB5 |
Exits Load | 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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 2.89% | 3.03% | 3.03% |
6 Month | 13.69% | 15.12% | 15.12% |
1 Year | -2.47% | -3.12% | -3.12% |
3 Year | 19.82% | 16.11% | 16.11% |
5 Year | 22.26% | 19.84% | 19.84% |
SIP Return Analysis
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 2.31% | 2.69% | 2.69% |
1 Year | 8.04% | 7.26% | 7.26% |
3 Year | 18.13% | 16.78% | 16.78% |
5 Year | 18.07% | 16.1% | 16.1% |
Rolling Lumpsum Returns
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 17.79% | 13.18% | 13.18% |
3 Year | 17.91% | 15.19% | 15.19% |
5 Year | 16.77% | 15.17% | 15.17% |
Risk Management
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 12.87% | 14.91% | 14.91% |
Sharp | 0.92% | 0.56% | 0.56% |
Beta | 0.96% | 1.00% | 1.00% |
Alpha | 1.81% | 1.09% | 1.09% |
Fund Managers
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Rohit Singhania | Yogesh Patil | Yogesh Patil |
Total AUM | ₹46862 Cr | ₹5898 Cr | ₹5898 Cr |
Funds Managed | 7 | 7 | 7 |
DSP Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 6.49 | 4.04 | 4.04 |
Large Cap | 48.47 | 42.61 | 42.61 |
Mid Cap | 35.75 | 35.21 | 35.21 |
Small Cap | 9.29 | 18.15 | 18.15 |
Sector Allocation
Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 2.78 | 1.89 | 1.89 |
Communication Services | 2.83 | 2.41 | 2.41 |
Technology | 10.45 | 6.47 | 6.47 |
Basic Materials | 9.71 | 8.93 | 8.93 |
Industrials | 3.99 | 20.81 | 20.81 |
Financial Services | 32.83 | 24.46 | 24.46 |
Consumer Cyclical | 11.2 | 16.5 | 16.5 |
Energy | 6.42 | 1.91 | 1.91 |
Consumer Defensive | 3.99 | 5.45 | 5.45 |
Healthcare | 11.06 | 7.26 | 7.26 |
Utilities | 3.12 | 2.47 | 2.47 |
Real Estate | 1.62 | 1.42 | 1.42 |
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