HSBC Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
DSP Equity Opportunities Fund-Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Fund | HSBC Large & Mid Cap Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3873 Cr | ₹13444 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 03 Apr 2019 | 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 | 68% | 40% |
Expense Ratio | 1.91 | 1.7 |
Manager | Cheenu Gupta | Rohit Singhania |
ISIN Code | INF336L01NY9 | INF740K01094 |
Exits Load | HSBC Large & Midcap Fund - 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 | HSBC Large & Mid Cap Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Month | -6.54% | -1.68% |
6 Month | -20.19% | -13.59% |
1 Year | 2.89% | 8.23% |
3 Year | 14.04% | 18.61% |
5 Year | 19.89% | 22.75% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | -16.41% | -8.5% |
1 Year | -27.26% | -12.5% |
3 Year | 11.1% | 16.62% |
5 Year | 14.84% | 18.39% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Year | 21.03% | 18.49% |
3 Year | 19.46% | 17.67% |
5 Year | 21.66% | 16.58% |
Risk Management
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.811% | 12.87% |
Sharp | 0.444% | 0.74% |
Beta | 0.981% | 0.93% |
Alpha | 1.122% | 2.02% |
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Fund Managers
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Name | Cheenu Gupta | Rohit Singhania |
Total AUM | ₹0 Cr | ₹46862 Cr |
Funds Managed | 9 | 7 |
HSBC Large & Mid Cap Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
Market Cap
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 1.85 | 3.7 |
Large Cap | 44.97 | 50.98 |
Small Cap | 12.89 | 9.94 |
Mid Cap | 40.28 | 35.38 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 1.85 | 2.18 |
Energy | 0.02 | 5.95 |
Industrials | 25.68 | 6.88 |
Technology | 16.65 | 7.57 |
Financial Services | 22.6 | 32.76 |
Consumer Cyclical | 16.84 | 10.79 |
Healthcare | 7.54 | 9.87 |
Basic Materials | 1.65 | 10.92 |
Utilities | 3.11 | 4.51 |
Consumer Defensive | 0.41 | 4.17 |
Real Estate | 2.12 | 1.13 |
Communication Services | 1.52 | 3.27 |
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