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Fincash » DSPBR Equity Opportunities Fund Vs SBI Large and Midcap Fund

DSP BlackRock Equity Opportunities Fund VS SBI Large and Midcap Fund

Updated on October 1, 2022 , 712 views

DSP BlackRock Equity Opportunities Fund and SBI Large and Midcap Fund both belong to the category of diversified Equity Funds. Diversified Funds, in simple terms, are the schemes whose corpus is invested in schemes across Market capitalization. In other words, these schemes invest their money in shares of large-cap, mid-cap and small cap stocks. On a general note, diversified funds invest around 40-60% of their fund money in shares of large-cap companies, 10-40% in mid-cap companies and the remaining portion of the fund money in small-cap stocks. Diversified funds are also known as Multicap or Flexicap funds. These schemes adopt a value or growth style Investing strategy. Though both DSP BlackRock Equity Opportunities Fund and SBI Large and Midcap Fund belong to the same category, yet they differ on account of numerous parameters. So, let’s understand the differences between both the schemes based on these parameters.

DSP BlackRock Equity Opportunities Fund (Erstwhile DSP BlackRock Opportunities Fund)

Being a part of DSP BlackRock Mutual Fund, the scheme’s objective is to attain Capital appreciation over the long-term tenure by investing in a portfolio consisting of shares belonging to the large and mid-cap category. This scheme was launched in the month of May 2000. Some of the features of DSP BlackRock Equity Opportunities Fund are opportunistic investment approach, objective to adapt to changing market trends, and diversified portfolio of a combination of large and mid-cap stocks. As on March 31, 2018, some of the top holdings of DSP BlackRock Equity Opportunities Fund include HDFC Bank Limited, ICICI Bank Limited, State Bank of India, Tata Steel Limited, and HCL Technologies Limited. DSP BlackRock Equity Opportunities Fund (earlier known as DSP BlackRock Opportunities Fund) is jointly managed by Mr. Rohit Singhania and Mr. Jay Kothari.

SBI Large and Midcap Fund (Erstwhile SBI Magnum Multiplier Fund)

SBI Large and Midcap Fund (earlier known as SBI Magnum Multiplier Fund) is a part of SBI Mutual Fund that uses S&P BSE 200 Index as its portfolio to construct its portfolio.SBI Large and Midcap Fund is suitable for investors seeking for capital appreciation along with an investment horizon of long-term. This scheme is solely managed by Mr. Saurabh Pant. This scheme invests its accumulated fund money in shares of large-cap, mid-cap and small-cap companies. As on March 31, 2018, some of the top 10 holdings of SBI Large and Midcap Fund consisted of ICICI Bank Limited, HDFC Bank Limited, Jubilant Foodworks Limited, and Mahindra & Mahindra Financial Services Limited. Based on the Asset Allocation objective of the scheme, it invests a minimum of 70% of its fund money in equity and equity-related instruments and the remaining proportion will be invested in fixed Income and money market instruments.

DSP BlackRock Equity Opportunities Fund Vs SBI Large and Midcap Fund

Both DSP BlackRock Equity Opportunities Fund and SBI Large and Midcap Fund belong to the same category of diversified fund. However, there are numerous differences between them. So, let us analyze the differences between both the schemes on the Basis of four sections given below.

Basics Section

Being the first section, it compares parameters such as current NAV, scheme category, and Fincash Rating. With respect to the NAV, it can be said that both the schemes differ. As on April 26, 2018, the NAV of DSP BlackRock Equity Opportunities Fund was around INR 220 while of SBI Large and Midcap Fund was approximately INR 216. About scheme category, it can be said that both the schemes belong to the same category of Equity Diversified. However, with respect to the Fincash Rating also, both the schemes differ. Based on Fincash Rating, it can be said that DSP BlackRock Mutual Fund’s scheme is rated as a 5-Star scheme and SBI Mutual Fund’s scheme is rated as a 4-Star scheme. The summary of the basics section is tabulated as follows.

Parameters
BasicsNAV
Net Assets (Cr)
Launch Date
Rating
Category
Sub Cat.
Category Rank
Risk
Expense Ratio
Sharpe Ratio
Information Ratio
Alpha Ratio
Benchmark
Exit Load
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
₹349.56 ↓ -3.50   (-0.99 %)
₹7,092 on 31 Aug 22
16 May 00
Equity
Large & Mid Cap
4
Moderately High
1.9
-0.18
-0.94
-7.73
Not Available
0-12 Months (1%),12 Months and above(NIL)
SBI Large and Midcap Fund
Growth
Fund Details
₹384.029 ↓ -3.38   (-0.87 %)
₹7,732 on 31 Aug 22
25 May 05
Equity
Large & Mid Cap
20
Moderately High
2.15
0.53
-0.16
3.08
Not Available
0-12 Months (1%),12 Months and above(NIL)

Performance Section

Compounded Annual Growth Rate or CAGR returns is the comparable parameter forming part of the basics section. The CAGR returns are compared at different time intervals such as 1 Month Return, 6 Month Return, 3 Year Return, and Return since Inception. The comparison of performance section shows that in certain instances, DSP BlackRock Equity Opportunities Fund leads the race while in others SBI Large and Midcap Fund leads the race. The table given below summarizes the comparison of the performance section.

Parameters
Performance1 Month
3 Month
6 Month
1 Year
3 Year
5 Year
Since launch
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
-2%
10.4%
1.3%
-3.9%
16.6%
10.9%
17.2%
SBI Large and Midcap Fund
Growth
Fund Details
-0.1%
14.9%
4.1%
8%
21.5%
14.1%
17.5%

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Yearly Performance Section

The comparison of the absolute returns for a particular year earned by both the schemes is done in the yearly performance section. The comparison of absolute returns states that in certain years SBI Large and Midcap Fund has done better while in others, DSP BlackRock Equity Opportunities Fund has done better. The table given below shows the summary comparison of the absolute returns section.

Parameters
Yearly Performance2021
2020
2019
2018
2017
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
31.2%
14.2%
11.4%
-9.2%
40.1%
SBI Large and Midcap Fund
Growth
Fund Details
39.3%
15.8%
6.8%
-5.3%
40.5%

Other Details Section

Being the last section in the comparison, it includes parameters such as AUM, minimum SIP investment, and minimum lumpsum investment. The minimum SIP investment for both the schemes is same, that is, INR 500. However, the minimum lumpsum investment is different for both the schemes. the lumpsum amount in case of DSP BlackRock Equity Opportunities Fund is INR 1,000 and SBI Large and Midcap Fund is INR 5,000. The comparison of AUM also indicates a difference between both the schemes. the AUM of DSP BlackRock Mutual Fund’s scheme is around INR 5,069 Crores while of SBI Large and Midcap Fund is around INR 2,157 Crores. The summary comparison of the other details section is tabulated as follows.

Parameters
Other DetailsMin SIP Investment
Min Investment
Fund Manager
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
₹500
₹1,000
Rohit Singhania - 7.26 Yr.
SBI Large and Midcap Fund
Growth
Fund Details
₹500
₹5,000
Saurabh Pant - 5.98 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
DateValue
30 Sep 17₹10,000
30 Sep 18₹9,994
30 Sep 19₹10,817
30 Sep 20₹10,579
30 Sep 21₹17,632
30 Sep 22₹17,103
Growth of 10,000 investment over the years.
SBI Large and Midcap Fund
Growth
Fund Details
DateValue
30 Sep 17₹10,000
30 Sep 18₹10,505
30 Sep 19₹11,035
30 Sep 20₹10,848
30 Sep 21₹17,930
30 Sep 22₹19,582

Detailed Assets & Holdings Comparison

Asset Allocation
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
Asset ClassValue
Cash3.82%
Equity96.18%
Equity Sector Allocation
SectorValue
Financial Services34.51%
Consumer Cyclical11.8%
Basic Materials11.01%
Technology8.52%
Industrials8.48%
Health Care7.71%
Utility5.71%
Consumer Defensive2.92%
Energy2.04%
Communication Services1.88%
Real Estate1.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
8%₹586 Cr6,605,248
↓ -576,905
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
6%₹437 Cr2,938,114
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
5%₹327 Cr2,187,983
↑ 90,427
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | 532215
4%₹260 Cr3,453,677
↓ -375,778
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Jun 20 | 540719
3%₹220 Cr1,656,843
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
3%₹198 Cr3,726,573
↓ -590,550
NTPC Ltd (Utilities)
Equity, Since 31 Mar 19 | 532555
2%₹162 Cr9,849,038
↓ -1,294,089
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | 543066
2%₹151 Cr1,641,764
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
2%₹148 Cr1,133,367
↓ -111,619
Bank of Baroda (Financial Services)
Equity, Since 30 Nov 21 | 532134
2%₹145 Cr11,092,137
↑ 1,143,205
Asset Allocation
SBI Large and Midcap Fund
Growth
Fund Details
Asset ClassValue
Cash10.97%
Equity89.03%
Equity Sector Allocation
SectorValue
Consumer Cyclical21.88%
Financial Services17.86%
Industrials12.21%
Basic Materials10.36%
Consumer Defensive6.03%
Technology5.49%
Health Care5%
Communication Services4.23%
Energy4.11%
Utility1.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
6%₹479 Cr5,400,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | 532827
5%₹369 Cr72,230
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
4%₹299 Cr2,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK
4%₹297 Cr2,000,000
↑ 400,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
4%₹290 Cr1,100,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 500850
3%₹235 Cr8,222,222
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Jun 17 | BHARTIARTL
3%₹211 Cr2,900,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 21 | ITC
3%₹208 Cr6,500,000
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 532539
3%₹203 Cr3,509,432
State Bank of India (Financial Services)
Equity, Since 31 Jul 09 | SBIN
3%₹202 Cr3,800,000

As a result, from the above-mentioned pointers, it can be said that both the schemes differ on account of numerous parameters. Therefore, individuals should pay extra caution before investing in any of the schemes. They should check whether the scheme matches their investment objective or not and understand its modalities completely. This will help them to achieve their goals on time along with ensuring their investment is safe.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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