HDFC Large and Mid Cap Fund vs DSP Equity Opportunities Fund compare

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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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 HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
Fund HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹23485 Cr ₹13804 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 18 Feb 1994 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 9.01% 40%
Expense Ratio 1.66 1.72
Manager Dhruv Muchhal Rohit Singhania
ISIN Code INF179KA1RT1 INF740K01094
Exits Load HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 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 HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
1 Month 1.86% 1.28%
6 Month 0.91% 2.57%
1 Year 20.28% 23.97%
3 Year 21.32% 19.73%
5 Year 22.99% 20.57%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
6 Month - -
1 Year 11.59% 15.73%
3 Year 25.49% 25.84%
5 Year 26.74% 24.16%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
1 Year 14.01% 18.32%
3 Year 10.73% 17.6%
5 Year 11.31% 16.47%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
Standard Deviation 12.97% 12.87%
Sharp 1.37% 0.97%
Beta 0.96% 0.94%
Alpha 3.24% 2%

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Fund Managers

Scheme Name HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
Name Dhruv Muchhal Rohit Singhania
Total AUM ₹520687 Cr ₹46862 Cr
Fund Manage 40 7
HDFC Large and Mid Cap Fund - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth

Market Cap

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 1.31 2.64
Large Cap 49.45 50.98
Small Cap 12.2 10.84
Mid Cap 37.04 35.21

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 1.31 2.64
Telecom - Services 2.22 2.71
Petroleum Products 2.61 3.01
IT - Software 8.83 7.4
Auto Components 4.16 6.06
Construction 1.62 4.14
Pharmaceuticals & Biotechnology 9.22 8.94
IT - Services 0.07 -
Industrial Manufacturing 0.9 -
Cement & Cement Products 1.18 2.37
Finance 8.81 7.33
Healthcare Services 3.08 0.64
Banks 18.76 23.92
Retailing 2.21 -
Diversified FMCG 1.06 2.35
Non - Ferrous Metals 0.72 1.13
Realty 1.73 1.02
Agricultural, Commercial & Construction Vehicles 1.58 -
Chemicals & Petrochemicals 1.98 1.9
Leisure Services 1.76 -
Automobiles 3.3 2.79
Aerospace & Defense 2.31 -
Electrical Equipment 0.53 -
Ferrous Metals 1.1 0.81
Fertilizers & Agrochemicals 1.03 1.47
Telecom - Equipment & Accessories 0.17 -
Consumer Durables 2.53 2.91
Insurance 3.09 2.94
Personal Products 0.49 1.42
Transport Services 1.5 0.85
Industrial Products 1.45 2.52
Gas 1.35 3.9
Beverages 0.55 -
Entertainment 0.64 -
Agricultural Food & other Products 0.52 -
Oil 0.69 1.38
Capital Markets 0.99 -
Financial Technology (Fintech) 0.6 -
Power 2.68 1.7
Commercial Services & Supplies 0.39 -
Textiles & Apparels 0.23 -
Transport Infrastructure 0.05 -
Diversified - 0.87
Food Products - 0.55

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