DSP Equity Opportunities Fund vs SBI Large & MIDCap Fund compare

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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tortoise-icon DSP Equity Opportunities Fund-Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹25613 Cr ₹13093 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 28 Feb 1993 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 1.62 1.74
Manager Pradeep Kesavan Rohit Singhania
ISIN Code INF200K01305 INF740K01094
Exits Load Exit load of 0.10% if redeemed within 30 days./365 Exit load of 1% if redeemed less than 12 months/365

Trailing Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth DSP Equity Opportunities Fund-Regular Plan - Growth
1 Month 6.17% 5.37%
6 Month 24.4% 29.24%
1 Year 34.72% 47.77%
3 Year 21.06% 20.46%
5 Year 24.19% 24.4%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth DSP Equity Opportunities Fund-Regular Plan - Growth
6 Month - -
1 Year 15.66% 21%
3 Year 38.91% 46.74%
5 Year 82.14% 85.3%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth DSP Equity Opportunities Fund-Regular Plan - Growth
1 Year 24.32% 24.57%
3 Year 62.63% 62.56%
5 Year 88.93% 94.18%

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 1.11% 1.01%
Beta 0.87% 0.95%
Alpha 1.31% 0.28%

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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
Fund Manage 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 4.58 1.95
Large Cap 43.12 53.05
Small Cap 14.36 10.41
Mid Cap 37.95 34.59

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 2.46 1.52
Financial 20.76 33.32
Energy 5.68 9.63
Technology 8.51 5.68
Metals & Mining 7.38 3.86
Materials 7.45 3.1
Healthcare 10.26 7.44
Services 6.84 1.34
Automobile 9.22 9.08
Consumer Staples 5.38 5.09
Insurance 1.27 1.19
Consumer Discretionary 5.2 2.32
Chemicals 1.14 3.9
Capital Goods 3.07 5.32
Construction 1.36 3.33
Communication 2.48 3.5
Textiles 1.55 0.38

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