SBI Large & MIDCap Fund vs DSP Equity Opportunities Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
DSP Equity Opportunities Fund-Regular Plan - Growth
Chart Comparison
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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