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
INVEST NOW
SBI Large & Midcap Fund Direct Plan GrowthEquity
Large & MidCap
4.0
INVEST NOW
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DSP Equity Opportunities Direct Plan Growth

(45.2%)

SBI Large & Midcap Fund Direct Plan Growth

(33.3%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹100	₹500	-
Expense Ratio	0.77%	0.75%	-
NAV	₹568.1 (19-Apr-2024)	₹558.5 (18-Apr-2024)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹10,812Cr	₹21,270Cr	-
Exit Load	Exit load of 1% if redeemed less than 12 months	Exit load of 0.10% if redeemed within 30 days.	-

Returns

1Y
45.2%
33.3%
-
3Y
22.4%
23.0%
-
5Y
19.4%
19.3%
-

Pros & Cons

Pros
1. Lower expense ratio: 0.77%2. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y3. Higher alpha: 2.82
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: 0.75%3. Higher alpha: 4.86
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 9.63%
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
7.3%
HDFC Bank Ltd.
5.1%
State Bank of India
3.9%
Axis Bank Ltd.
3.1%
Power Finance Corporation Ltd.
2.9%
Mahindra & Mahindra Ltd.
2.6%
Indus Towers Ltd.
2.4%
Samvardhana Motherson International Ltd.
2.3%
Hindustan Petroleum Corporation Ltd.
2.1%
Tata Motors Ltd.
2.0%
Name
Assets
HDFC Bank Ltd.
4.4%
Reliance Industries Ltd.
4.3%
ICICI Bank Ltd.
3.8%
State Bank of India
2.9%
HDFC Asset Management Company Ltd.
2.8%
Sun Pharmaceutical Industries Ltd.
2.2%
Muthoot Finance Ltd.
2.1%
Tata Consultancy Services Ltd.
2.1%
National Aluminium Company Ltd.
2.1%
Infosys Ltd.
2.0%
-

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.
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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: 0.77%

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

3. Higher alpha: 2.82 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: 0.75%

3. Higher alpha: 4.86 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 9.63%

Holding Analysis

Top Holdings

Popular Comparisons