Back to all funds
Large CapVSLarge Cap
JM Financial Large Cap Fund vs DSP Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
14.7%
VS
3Y Return
14.7%
| Parameter | AJM Financial Large Cap Fund - Direct Plan - Growth | BDSP Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | JM Financial | DSP Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 497.22 | 497.22 |
| AUM (₹ Cr) | 2.26 Lac Cr | 1.82 Lac Cr |
| Expense Ratio (%) | 0.52% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 11.97 |
| Sharpe Ratio | 0.67 | 0.69 |
| 1 Year Return (%) | -4.02% | -4.02% |
| 3 Year Return (%) | 14.7% | 14.7% |
| 5 Year Return (%) | 12.03% | 12.03% |
| Since Launch (%) | 11.65% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Asit Bhandarkar (3.5 years yrs) | Atul Bhole (3.5 years yrs) |
| Benchmark | Nifty 50 | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 26% | 23% |
Why consider JM Financial Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.26 Lac Cr
- Sharpe Ratio: 0.67
Why consider DSP Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 1.82 Lac Cr
- Sharpe Ratio: 0.69
SIP Calculator – Compare Growth Potential
JM Financial Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
DSP Mutual Fund Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price
Explore More Comparisons
⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.