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 Mahindra Manulife Large & Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon Mahindra Manulife Large & Mid Cap Fund - Regular Plan - 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 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 Very High
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 4.82% 3.08%
6 Month -7.36% -3.96%
1 Year 3.29% 15.57%
3 Year 13.62% 19.77%
5 Year 26.15% 26.98%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
6 Month -1.16% 1.13%
1 Year -9.39% -1.23%
3 Year 13.83% 20.76%
5 Year 17.25% 20.38%

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 0.4% 0.78%
Beta 0.95% 0.95%
Alpha -2.87% 2.83%

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 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
Funds Managed 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 5.82 5.88
Large Cap 45.11 48.8
Mid Cap 35.71 35.62
Small Cap 13.36 9.7

Sector Allocation

Scheme Name

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 5.81 4.12
Communication Services 5.06 3.31
Energy 3.96 5.64
Financial Services 31.63 32.34
Industrials 6.95 6.42
Consumer Cyclical 15.09 10.36
Consumer Defensive 4.11 4.15
Technology 8.07 6.32
Healthcare 8.38 10.95
Basic Materials 7.55 10.94
Utilities 3.39 4.3
Real Estate - 1.14

Top Comparisons

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns8.07%

VS

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns9.41%

Compare Now

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

3Y Returns6.68%

VS

Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option

3Y Returns6.9%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.82%

Compare Now

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

3Y Returns16.67%

VS

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

3Y Returns18.28%

Compare Now
Add to Cart Successfully