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SBI Large & MIDCap Fund vs DSP Equity Opportunities Fund compare

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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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 SBI Large & MIDCap Fund- Regular Plan -Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Fund SBI Large & MIDCap Fund- Regular Plan -Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹28677 Cr ₹13444 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 25 May 2005 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 25% 40%
Expense Ratio 1.61 1.7
Manager Pradeep Kesavan Rohit Singhania
ISIN Code INF200K01305 INF740K01094
Exits Load SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 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 SBI Large & MIDCap Fund- Regular Plan -Growth DSP Equity Opportunities Fund-Regular Plan - Growth
1 Month 4.45% 8.28%
6 Month -8.97% -10.38%
1 Year 12.12% 15.98%
3 Year 16.71% 19.99%
5 Year 28.15% 28.06%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth DSP Equity Opportunities Fund-Regular Plan - Growth
6 Month -2.81% -2.59%
1 Year -3.96% -4.08%
3 Year 15.87% 20.49%
5 Year 19.22% 20.52%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth DSP Equity Opportunities Fund-Regular Plan - Growth
1 Year 14.74% 18.49%
3 Year 14.69% 17.67%
5 Year 14.88% 16.58%

Risk Management

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Standard Deviation 11.75% 12.87%
Sharp 0.69% 0.74%
Beta 0.85% 0.93%
Alpha 1.2% 2.02%

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Fund Managers

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Name Pradeep Kesavan Rohit Singhania
Total AUM ₹434274 Cr ₹46862 Cr
Funds Managed 43 7
SBI Large & MIDCap Fund- Regular Plan -Growth DSP Equity Opportunities Fund-Regular Plan - Growth

Market Cap

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 6.69 3.7
Large Cap 39.72 50.98
Small Cap 18.23 9.94
Mid Cap 35.36 35.38

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 5.57 2.18
Energy 3.35 5.95
Technology 8.74 7.57
Basic Materials 11.76 10.92
Industrials 10.81 6.88
Consumer Defensive 7 4.17
Financial Services 24.7 32.76
Healthcare 9.85 9.87
Consumer Cyclical 12.56 10.79
Communication Services 3.27 3.27
Utilities 2.4 4.51
Real Estate - 1.13

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