DSP Equity Opportunities Fund vs Sundaram Large and Midcap Fund Regular Plan compare
DSP Equity Opportunities Fund-Regular Plan - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹13444 Cr | ₹6470 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 16 May 2000 | 27 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 | 1.7 | 1.85 |
Manager | Rohit Singhania | Ashish Aggarwal |
ISIN Code | INF740K01094 | INF903J01DT1 |
Exits Load | 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 | Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | -3.25% | -4.72% |
6 Month | -10.47% | -11.87% |
1 Year | 9.61% | 5.34% |
3 Year | 17.62% | 12.29% |
5 Year | 18.17% | 14.66% |
SIP Return Analysis
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -4.92% | -10.43% |
3 Year | 18.84% | 12.68% |
5 Year | 20.09% | 16.28% |
Rolling Lumpsum Returns
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 18.49% | 11.53% |
3 Year | 17.67% | 14.16% |
5 Year | 16.58% | 12.49% |
Risk Management
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.87% | 13.949% |
Sharp | 0.73% | 0.508% |
Beta | 0.97% | 0.972% |
Alpha | 0.68% | -0.481% |
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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 | 2.64 | 5.24 |
Large Cap | 50.98 | 48.56 |
Mid Cap | 35.21 | 36.97 |
Small Cap | 10.84 | 9.27 |
Sector Allocation
Scheme Name |
DSP Equity Opportunities Fund-Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 2.64 | 5.24 |
Telecom - Services | 2.71 | 3.28 |
IT - Software | 7.4 | 6.69 |
Cement & Cement Products | 2.37 | 1.64 |
Construction | 4.14 | 2.19 |
Finance | 7.33 | 2.61 |
Consumer Durables | 2.91 | 4.37 |
Petroleum Products | 3.01 | 5.01 |
Diversified FMCG | 2.35 | 1.87 |
Non - Ferrous Metals | 1.13 | 1.35 |
Pharmaceuticals & Biotechnology | 8.94 | 6.44 |
Banks | 23.92 | 17.11 |
Healthcare Services | 0.64 | 3.19 |
Chemicals & Petrochemicals | 1.9 | - |
Automobiles | 2.79 | 1.67 |
Transport Services | 0.85 | 0.73 |
Insurance | 2.94 | 0.94 |
Gas | 3.9 | - |
Fertilizers & Agrochemicals | 1.47 | 1.14 |
Realty | 1.02 | 2.38 |
Diversified | 0.87 | - |
Oil | 1.38 | - |
Auto Components | 6.06 | 7.41 |
Industrial Products | 2.52 | 3.29 |
Food Products | 0.55 | - |
Personal Products | 1.42 | - |
Power | 1.7 | 2.69 |
Ferrous Metals | 0.81 | - |
IT - Services | - | 0.85 |
Leisure Services | - | 2.31 |
Aerospace & Defense | - | 0.87 |
Electrical Equipment | - | 3.51 |
Agricultural Food & other Products | - | 0.84 |
Beverages | - | 2.67 |
Household Products | - | 0.93 |
Financial Technology (Fintech) | - | 0.12 |
Consumable Fuels | - | 0.54 |
Retailing | - | 3.96 |
Capital Markets | - | 1.42 |
Transport Infrastructure | - | 0.78 |
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