DSP Equity Opportunities Fund vs Sundaram Large and Midcap Fund Regular Plan compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Fund DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹13093 Cr ₹6862 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 16 May 2000 10 Feb 2007
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 40% 25%
Expense Ratio 1.74 1.8
Manager Rohit Singhania Ashish Aggarwal
ISIN Code INF740K01094 INF903J01DT1
Exits Load Exit load of 1% if redeemed less than 12 months/365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month -7.01% -3.36%
6 Month 11.43% 12.5%
1 Year 36.06% 33.07%
3 Year 16.34% 13.53%
5 Year 20.75% 18.07%

SIP Return Analysis

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month - -
1 Year 25.17% 20.79%
3 Year 27.53% 22.14%
5 Year 25% 21.82%

Rolling Lumpsum Returns

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 18.32% 11.17%
3 Year 17.6% 14.16%
5 Year 16.47% 12.32%

Risk Management

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 12.87% 12.94%
Sharp 0.84% 0.93%
Beta 0.96% 0.94%
Alpha 0.97% -2.61%

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 DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Name Rohit Singhania Ashish Aggarwal
Total AUM ₹46862 Cr ₹9635 Cr
Fund Manage 7 7
DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

Market Cap

Scheme Name

DSP Equity Opportunities Fund-Regular Plan - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 1.95 5.32
Large Cap 53.05 52.7
Mid Cap 34.59 36.68
Small Cap 10.41 5.29

Sector Allocation

Scheme Name

DSP Equity Opportunities Fund-Regular Plan - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 1.52 2.18
Financial 33.32 22.85
Communication 3.5 2.87
Technology 5.68 5.45
Materials 3.1 4.59
Energy 9.63 7.42
Consumer Staples 5.09 5.6
Metals & Mining 3.86 2.59
Healthcare 7.44 8.7
Automobile 9.08 8.53
Chemicals 3.9 0.95
Services 1.34 9.45
Insurance 1.19 -
Construction 3.33 5.06
Capital Goods 5.32 11.07
Consumer Discretionary 2.32 2.07
Textiles 0.38 0.61

Top Comparisons

ITI Liquid Fund Regular - Growth ITI Liquid Fund Regular - Growth

3Y Returns5.9%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.22%

Compare Now

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns12.22%

VS

DSP Focus Fund - Regular Plan - Growth DSP Focus Fund - Regular Plan - Growth

3Y Returns12.98%

Compare Now

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns16.22%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns17.64%

Compare Now

Franklin India Equity Hybrid Fund - Growth Plan Franklin India Equity Hybrid Fund - Growth Plan

3Y Returns12.34%

VS

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns17.31%

Compare Now
Request call back
Add to Cart Successfully