DSP Equity Opportunities Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
DSP Equity Opportunities Fund-Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Fund | SBI Large & MIDCap 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) | ₹28677 Cr | ₹13444 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 25 May 2005 | 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 | 25% | 40% |
Expense Ratio | 1.61 | 1.7 |
Manager | Pradeep Kesavan | Rohit Singhania |
ISIN Code | INF200K01305 | INF740K01094 |
Exits Load | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 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 | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Month | 5.27% | 3.08% |
6 Month | -6.12% | -3.96% |
1 Year | 10.3% | 15.66% |
3 Year | 15.38% | 19.75% |
5 Year | 26.21% | 26.97% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | -0.01% | 1.13% |
1 Year | -2.09% | -1.23% |
3 Year | 15.99% | 20.76% |
5 Year | 18.9% | 20.38% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Year | 14.74% | 18.49% |
3 Year | 14.69% | 17.67% |
5 Year | 14.88% | 16.58% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.75% | 12.87% |
Sharp | 0.65% | 0.78% |
Beta | 0.84% | 0.95% |
Alpha | 0.73% | 2.83% |
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Fund Managers
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Rohit Singhania |
Total AUM | ₹434274 Cr | ₹46862 Cr |
Funds Managed | 43 | 7 |
SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 7.11 | 5.88 |
Large Cap | 40.15 | 48.8 |
Small Cap | 16.88 | 9.7 |
Mid Cap | 35.86 | 35.62 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 6.15 | 4.12 |
Energy | 3.33 | 5.64 |
Technology | 7.31 | 6.32 |
Basic Materials | 13.6 | 10.94 |
Industrials | 10 | 6.42 |
Consumer Defensive | 5.56 | 4.15 |
Financial Services | 26.38 | 32.34 |
Healthcare | 10.94 | 10.95 |
Consumer Cyclical | 11.6 | 10.36 |
Communication Services | 3 | 3.31 |
Utilities | 2.14 | 4.3 |
Real Estate | - | 1.14 |
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