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Sundaram Large and Midcap Fund Regular Plan vs DSP Equity Opportunities Fund compare
DSP Equity Opportunities Fund-Regular Plan - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | DSP Equity Opportunities Fund-Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹13444 Cr | ₹6470 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 May 2000 | 27 Feb 2007 |
| 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 | 40% | 25% |
| Expense Ratio | 1.7 | 1.85 |
| Manager | Rohit Singhania | Ashish Aggarwal |
| ISIN Code | INF740K01094 | INF903J01DT1 |
| 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 | Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.59% | 7.12% |
| 6 Month | -6.12% | -8.17% |
| 1 Year | 13.78% | 8.51% |
| 3 Year | 18.78% | 13.21% |
| 5 Year | 25.91% | 23.18% |
SIP Return Analysis
| Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.13% | -0.78% |
| 1 Year | -1.23% | -5.4% |
| 3 Year | 20.76% | 15.01% |
| 5 Year | 20.38% | 16.66% |
Rolling Lumpsum Returns
| Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.49% | 11.53% |
| 3 Year | 17.67% | 14.16% |
| 5 Year | 16.58% | 12.49% |
Risk Management
| Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.87% | 14.877% |
| Sharp | 0.78% | 0.357% |
| Beta | 0.95% | 0.998% |
| Alpha | 2.83% | -1.131% |
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Fund Managers
| Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Rohit Singhania | Ashish Aggarwal |
| Total AUM | ₹46862 Cr | ₹9635 Cr |
| Funds Managed | 7 | 7 |
| DSP Equity Opportunities Fund-Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP Equity Opportunities Fund-Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.88 | 3.47 |
| Large Cap | 48.8 | 52.13 |
| Mid Cap | 35.62 | 35.95 |
| Small Cap | 9.7 | 8.46 |
Sector Allocation
| Scheme Name |
DSP Equity Opportunities Fund-Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.12 | 3.47 |
| Communication Services | 3.31 | 5.74 |
| Technology | 6.32 | 7.5 |
| Basic Materials | 10.94 | 4.8 |
| Industrials | 6.42 | 12.24 |
| Financial Services | 32.34 | 23.3 |
| Energy | 5.64 | 6.53 |
| Consumer Defensive | 4.15 | 5.14 |
| Healthcare | 10.95 | 9.93 |
| Utilities | 4.3 | 2.39 |
| Consumer Cyclical | 10.36 | 16.44 |
| Real Estate | 1.14 | 2.54 |
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