DSP Equity Opportunities Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
DSP Equity Opportunities Fund-Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Fund | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹2420 Cr | ₹13444 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Dec 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 | 119% | 40% |
Expense Ratio | 1.96 | 1.7 |
Manager | Abhinav Khandelwal | Rohit Singhania |
ISIN Code | INF174V01911 | INF740K01094 |
Exits Load | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Month | -4.96% | -3.25% |
6 Month | -14.22% | -10.47% |
1 Year | -3.42% | 9.61% |
3 Year | 13.22% | 17.62% |
5 Year | 18.5% | 18.17% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -15.75% | -4.92% |
3 Year | 12.12% | 18.84% |
5 Year | 17.46% | 20.09% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Year | 27.08% | 18.49% |
3 Year | 23.63% | 17.67% |
5 Year | 20.22% | 16.58% |
Risk Management
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.32% | 12.87% |
Sharp | 0.49% | 0.73% |
Beta | 0.96% | 0.97% |
Alpha | -2.64% | 0.68% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Name | Abhinav Khandelwal | Rohit Singhania |
Total AUM | ₹5522 Cr | ₹46862 Cr |
Fund Manage | 5 | 7 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 6.51 | 2.64 |
Large Cap | 42.96 | 50.98 |
Mid Cap | 35.08 | 35.21 |
Small Cap | 15.45 | 10.84 |
Sector Allocation
Scheme Name |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 6.51 | 2.64 |
Telecom - Services | 1.43 | 2.71 |
Petroleum Products | 5.35 | 3.01 |
Finance | 4.97 | 7.33 |
IT - Services | 0.94 | - |
Cement & Cement Products | 1.41 | 2.37 |
Transport Services | 3.25 | 0.85 |
Diversified FMCG | 4.64 | 2.35 |
Banks | 12.14 | 23.92 |
Electrical Equipment | 1.55 | - |
Agricultural, Commercial & Construction Vehicles | 0.67 | - |
Leisure Services | 1.62 | - |
Automobiles | 2.28 | 2.79 |
Capital Markets | 6.57 | - |
Agricultural Food & other Products | 1.01 | - |
Gas | 0.97 | 3.9 |
Pharmaceuticals & Biotechnology | 7.53 | 8.94 |
Consumer Durables | 0.98 | 2.91 |
Insurance | 2.84 | 2.94 |
IT - Software | 8.61 | 7.4 |
Personal Products | 1.32 | 1.42 |
Oil | 0.98 | 1.38 |
Auto Components | 6.75 | 6.06 |
Fertilizers & Agrochemicals | 3.2 | 1.47 |
Other Utilities | 0.87 | - |
Industrial Products | 1.35 | 2.52 |
Power | 3.59 | 1.7 |
Industrial Manufacturing | 2.12 | - |
Paper, Forest & Jute Products | 0.94 | - |
Retailing | 2.42 | - |
Beverages | 1.19 | - |
Construction | - | 4.14 |
Non - Ferrous Metals | - | 1.13 |
Healthcare Services | - | 0.64 |
Chemicals & Petrochemicals | - | 1.9 |
Realty | - | 1.02 |
Diversified | - | 0.87 |
Food Products | - | 0.55 |
Ferrous Metals | - | 0.81 |
Top Comparisons
Invesco India Money Market Fund - Growth
3Y Returns6.28%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns6.77%
Tata Focused Equity Fund-Regular Plan-Growth
3Y Returns13.38%
Quant Focused Fund-Growth
3Y Returns15.05%
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns10.04%
HSBC Credit Risk Fund - Regular Growth
3Y Returns5.77%
DSP Equity Opportunities Fund-Regular Plan - Growth
3Y Returns17.62%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns12.29%