Compare DSP Equity Opportunities Direct Plan Growth vs SBI Large & Midcap Fund Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
DSP Equity Opportunities Direct Plan GrowthEquity
Large & MidCap
3.0
SBI Large & Midcap Fund Direct Plan GrowthEquity
Large & MidCap
4.0
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DSP Equity Opportunities Direct Plan Growth

(33.5%)

SBI Large & Midcap Fund Direct Plan Growth

(28.5%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹100
₹100
-
Expense Ratio
0.69%
0.71%
-
NAV
₹689.6 (12-Dec-2024)
₹662.6 (11-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹14,486Cr
₹29,234Cr
-
Exit Load
Exit load of 1% if redeemed less than 12 months
Exit load of 0.10% if redeemed within 30 days.
-

Returns

1Y
33.5%
28.5%
-
3Y
21.4%
19.3%
-
5Y
23.1%
23.4%
-

Pros & Cons

Pros
1.Lower expense ratio: 0.69%2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y3.Higher alpha: 5.2 
The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y 
1.3Y, 5Y and 10Y annualised returns higher than category average2.Lower expense ratio: 0.71%3.Higher alpha: 4.02 
The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y 
-

Cons
Found nothing so far.
1.1Y annualised returns lower than category average by 3.64%
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
6.3%
ICICI Bank Ltd.
6.0%
State Bank of India
3.3%
Axis Bank Ltd.
3.2%
Kotak Mahindra Bank Ltd.
2.5%
Infosys Ltd.
2.2%
Coforge Ltd.
2.1%
Power Finance Corporation Ltd.
2.1%
Ipca Laboratories Ltd.
2.0%
Hindustan Petroleum Corporation Ltd.
2.0%
Name
Assets
HDFC Bank Ltd.
8.1%
Reliance Industries Ltd.
3.3%
ICICI Bank Ltd.
3.3%
State Bank of India
3.1%
HDFC Asset Management Company Ltd.
2.7%
Coforge Ltd.
2.7%
Abbott India Ltd.
2.6%
Infosys Ltd.
2.4%
Kotak Mahindra Bank Ltd.
2.2%
Ashok Leyland Ltd.
2.1%
-

Fund Manager

Name
Rohit Singhania
Saurabh Pant
-
Education
Mr. Singhania is an MMS.
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
-
Experience
Prior to joining DSP AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.
He has been associated with SBI Mutual Fund since 2007.
-

About Fund

Description
DSP BlackRock Mutual Fund started their mutual fund on 16/12/1996 and its managing total assets of ₹78,763 Cr. Its ranked at 9 as per total assets at end of 30th Sep 2017.
SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.
-
Launch Date
16 Dec 1996
29 Jun 1987
-
Custodian
Citibank NA
Stock Holding Corp. of India Ltd.
-
Registrar & Transfer Agent
Cams
Cams
-

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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

DSP Equity Opportunities Direct Plan Growth

SBI Large & Midcap Fund Direct Plan Growth

Add a fund

DSP Equity Opportunities Direct Plan Growth

SBI Large & Midcap Fund Direct Plan Growth

1.Lower expense ratio: 0.69%

2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

3.Higher alpha: 5.2 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y

1.3Y, 5Y and 10Y annualised returns higher than category average

2.Lower expense ratio: 0.71%

3.Higher alpha: 4.02 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y

Found nothing so far.

1.1Y annualised returns lower than category average by 3.64%

Holding Analysis

Top Holdings

Popular Comparisons