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 Risk | Very High Risk |
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 | -2.73% | -3.25% |
6 Month | -8.26% | -10.47% |
1 Year | 6.88% | 9.61% |
3 Year | 15.84% | 17.62% |
5 Year | 17.86% | 18.17% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -2.52% | -6.71% |
3 Year | 15.58% | 17.85% |
5 Year | 19.36% | 19.25% |
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 | 0.67% | 0.73% |
Beta | 0.89% | 0.97% |
Alpha | -0.25% | 0.68% |
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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 |
Fund Manage | 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 | 5.09 | 2.64 |
Large Cap | 41.17 | 50.98 |
Small Cap | 16.17 | 10.84 |
Mid Cap | 37.57 | 35.21 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 5.09 | 2.64 |
Petroleum Products | 3.53 | 3.01 |
IT - Software | 8.62 | 7.4 |
Pharmaceuticals & Biotechnology | 9.78 | 8.94 |
Industrial Manufacturing | 1.8 | - |
Cement & Cement Products | 5.32 | 2.37 |
Diversified FMCG | 2.23 | 2.35 |
Non - Ferrous Metals | 3.64 | 1.13 |
Banks | 15.57 | 23.92 |
Auto Components | 5.52 | 6.06 |
Ferrous Metals | 2.43 | 0.81 |
Personal Products | 2.9 | 1.42 |
Telecom - Services | 3.28 | 2.71 |
Insurance | 1.13 | 2.94 |
Capital Markets | 2.87 | - |
Consumer Durables | 4.67 | 2.91 |
Chemicals & Petrochemicals | 1.1 | 1.9 |
Transport Services | 0.93 | 0.85 |
Finance | 3.31 | 7.33 |
Industrial Products | 1.74 | 2.52 |
Construction | 1.27 | 4.14 |
Agricultural, Commercial & Construction Vehicles | 1.96 | - |
Gas | 0.42 | 3.9 |
Retailing | 1.04 | - |
Food Products | 0.57 | 0.55 |
Automobiles | 0.99 | 2.79 |
Healthcare Services | 0.71 | 0.64 |
Beverages | 1.04 | - |
Textiles & Apparels | 1.87 | - |
Leisure Services | 1.8 | - |
Power | 2.87 | 1.7 |
Fertilizers & Agrochemicals | - | 1.47 |
Realty | - | 1.02 |
Diversified | - | 0.87 |
Oil | - | 1.38 |
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