LIC MF Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare
DSP Equity Opportunities Fund-Regular Plan - Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | DSP Equity Opportunities Fund-Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹13444 Cr | ₹2916 Cr | ₹2916 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 16 May 2000 | 25 Feb 2015 | 25 Feb 2015 |
Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 40% | % | 46% |
Expense Ratio | 1.7 | 1.9 | 1.9 |
Manager | Rohit Singhania | Yogesh Patil | Yogesh Patil |
ISIN Code | INF740K01094 | INF767K01NB5 | INF767K01NB5 |
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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 3.08% | 1.81% | 1.81% |
6 Month | -3.96% | -6.26% | -6.26% |
1 Year | 15.66% | 14.85% | 14.85% |
3 Year | 19.75% | 14.76% | 14.76% |
5 Year | 26.97% | 24.19% | 24.19% |
SIP Return Analysis
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 1.13% | -1.71% | -1.71% |
1 Year | -1.23% | -6.62% | -6.62% |
3 Year | 20.76% | 16.89% | 16.89% |
5 Year | 20.38% | 17.35% | 17.35% |
Rolling Lumpsum Returns
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 18.49% | 13.91% | 13.91% |
3 Year | 17.67% | 15.15% | 15.15% |
5 Year | 16.58% | 14.36% | 14.36% |
Risk Management
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 12.87% | 15.222% | 15.222% |
Sharp | 0.78% | 0.407% | 0.407% |
Beta | 0.95% | 0.962% | 0.962% |
Alpha | 2.83% | -0.018% | -0.018% |
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Fund Managers
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Rohit Singhania | Yogesh Patil | Yogesh Patil |
Total AUM | ₹46862 Cr | ₹5898 Cr | ₹5898 Cr |
Funds Managed | 7 | 7 | 7 |
DSP Equity Opportunities Fund-Regular Plan - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
DSP Equity Opportunities Fund-Regular Plan - Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 5.88 | 6.28 | 6.28 |
Large Cap | 48.8 | 40.11 | 40.11 |
Mid Cap | 35.62 | 36.45 | 36.45 |
Small Cap | 9.7 | 17.15 | 17.15 |
Sector Allocation
Scheme Name |
DSP Equity Opportunities Fund-Regular Plan - Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 4.12 | 3.86 | 3.86 |
Communication Services | 3.31 | 1.74 | 1.74 |
Technology | 6.32 | 6.14 | 6.14 |
Basic Materials | 10.94 | 9.16 | 9.16 |
Industrials | 6.42 | 22.2 | 22.2 |
Financial Services | 32.34 | 24.53 | 24.53 |
Energy | 5.64 | 3.14 | 3.14 |
Consumer Defensive | 4.15 | 2.77 | 2.77 |
Healthcare | 10.95 | 6.48 | 6.48 |
Utilities | 4.3 | 2.41 | 2.41 |
Consumer Cyclical | 10.36 | 16.41 | 16.41 |
Real Estate | 1.14 | 1.16 | 1.16 |
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