Sundaram Large and Midcap Fund Regular Plan vs DSP Equity Opportunities Fund compare

DSP Equity Opportunities Fund-Regular Plan - Growth

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Sundaram Large and Midcap Fund Regular Plan - Growth

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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)	₹13093 Cr	₹6862 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	16 May 2000	10 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	1.74	1.8
Manager	Rohit Singhania	Ashish Aggarwal
ISIN Code	INF740K01094	INF903J01DT1
Exits Load	Exit load of 1% if redeemed less than 12 months/365	For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Scheme Name	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	-5.8%	-5.16%
6 Month	8.92%	6.75%
1 Year	34.76%	28.3%
3 Year	17.65%	13.32%
5 Year	20.44%	17.53%

Scheme Name	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	-	-
1 Year	25.17%	20.79%
3 Year	27.53%	22.14%
5 Year	25%	21.82%

Scheme Name	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	18.32%	11.17%
3 Year	17.6%	14.16%
5 Year	16.47%	12.32%

Scheme Name	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	12.87%	12.94%
Sharp	0.84%	0.93%
Beta	0.96%	0.94%
Alpha	0.97%	-2.61%

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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
Fund Manage	7	7
	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	2.43	5.32
Large Cap	50.88	52.7
Mid Cap	36.02	36.68
Small Cap	10.36	5.29

Scheme Name	DSP Equity Opportunities Fund-Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	2.43	2.18
Telecom - Services	2.87	-
IT - Software	7.47	-
Cement & Cement Products	2.41	-
Construction	4.15	5.06
Finance	7.72	-
Consumer Durables	2.93	-
Petroleum Products	3.85	-
Diversified FMCG	2.43	-
Non - Ferrous Metals	1.19	-
Pharmaceuticals & Biotechnology	8.23	-
Banks	21.94	-
Chemicals & Petrochemicals	1.94	-
Automobiles	2.57	-
Transport Services	0.88	-
Insurance	3.1	-
Gas	3.79	-
Fertilizers & Agrochemicals	1.41	-
Realty	1.18	-
Diversified	0.94	-
Aerospace & Defense	0.81	-
Oil	1.62	-
Auto Components	6.6	-
Industrial Products	2.53	-
Food Products	0.66	-
Personal Products	1.47	-
Power	1.76	-
Ferrous Metals	0.81	-
Energy	-	7.42
Materials	-	4.59
Technology	-	5.45
Financial	-	22.85
Healthcare	-	8.7
Consumer Staples	-	5.6
Metals & Mining	-	2.59
Services	-	9.45
Capital Goods	-	11.07
Automobile	-	8.53
Consumer Discretionary	-	2.07
Communication	-	2.87
Chemicals	-	0.95
Textiles	-	0.61