Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon DSP Equity Opportunities Fund-Regular Plan - Growth

Invest Now

tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 8.28% 8.27%
6 Month -10.38% -11.58%
1 Year 15.98% 7.94%
3 Year 19.97% 13.03%
5 Year 28.06% 25.11%

SIP Return Analysis

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month -2.59% -5.62%
1 Year -4.08% -9.22%
3 Year 20.49% 14.35%
5 Year 20.52% 16.63%

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 0.74% 0.357%
Beta 0.93% 0.998%
Alpha 2.02% -1.131%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 3.7 3.47
Large Cap 50.98 52.13
Mid Cap 35.38 35.95
Small Cap 9.94 8.46

Sector Allocation

Scheme Name

DSP Equity Opportunities Fund-Regular Plan - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 2.18 3.47
Communication Services 3.27 5.74
Technology 7.57 7.5
Basic Materials 10.92 4.8
Industrials 6.88 12.24
Financial Services 32.76 23.3
Energy 5.95 6.53
Consumer Defensive 4.17 5.14
Healthcare 9.87 9.93
Utilities 4.51 2.39
Consumer Cyclical 10.79 16.44
Real Estate 1.13 2.54

Top Comparisons

Nippon India Short Term Fund-Growth Plan Nippon India Short Term Fund-Growth Plan

3Y Returns6.42%

VS

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

3Y Returns6.74%

Compare Now

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

3Y Returns11.54%

VS

Tata Young Citizens Fund -Regular Plan-Growth Option Tata Young Citizens Fund -Regular Plan-Growth Option

3Y Returns12.18%

Compare Now

ICICI Prudential Passive Strategy Fund (FOF) - Growth ICICI Prudential Passive Strategy Fund (FOF) - Growth

3Y Returns17.05%

VS

Nippon India Passive Flexicap FoF - Regular Plan - Growth Option Nippon India Passive Flexicap FoF - Regular Plan - Growth Option

3Y Returns13.25%

Compare Now

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns6.35%

VS

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns6.54%

Compare Now
Add to Cart Successfully