DSP Equity Opportunities Fund vs UTI Large & Mid Cap Fund compare

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

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund DSP Equity Opportunities Fund-Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹13093 Cr ₹3441 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 May 2000 01 Aug 2005
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% 32%
Expense Ratio 1.74 2.01
Manager Rohit Singhania V Srivatsa
ISIN Code INF740K01094 INF789F01869
Exits Load Exit load of 1% if redeemed less than 12 months/365 Exit load of 1% if redeemed less than 1 year/365

Trailing Lumpsum Returns

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 6.11% 6.53%
6 Month 22.91% 24.29%
1 Year 47.68% 47.76%
3 Year 20.32% 22.95%
5 Year 24.63% 25.99%

SIP Return Analysis

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 21% 20.28%
3 Year 46.74% 48.68%
5 Year 85.3% 94.84%

Rolling Lumpsum Returns

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 24.57% 26.93%
3 Year 62.56% 69.55%
5 Year 94.18% 104.13%

Risk Management

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.87% 12.33%
Sharp 1.06% 1.25%
Beta 0.94% 0.92%
Alpha -0.56% 1.77%

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Fund Managers

Scheme Name DSP Equity Opportunities Fund-Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name Rohit Singhania V Srivatsa
Total AUM ₹46862 Cr ₹7921 Cr
Fund Manage 7 3
DSP Equity Opportunities Fund-Regular Plan - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Equity Opportunities Fund-Regular Plan - Growth

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Large Cap 53.05 44.52
Mid Cap 34.59 36.43
Small Cap 10.41 11.62
Others 1.95 1.84

Sector Allocation

Scheme Name

DSP Equity Opportunities Fund-Regular Plan - Growth

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Financial 33.32 -
Automobile 9.08 -
Communication 3.5 -
Energy 9.63 -
Metals & Mining 3.86 -
Technology 5.68 -
Capital Goods 5.32 -
Consumer Staples 5.09 -
Construction 3.33 2.05
Healthcare 7.44 -
Consumer Discretionary 2.32 -
Services 1.34 -
Chemicals 3.9 -
Insurance 1.19 4.7
Materials 3.1 -
Others 1.52 0.11
Textiles 0.38 -
Banks - 22.13
Diversified FMCG - 3.51
IT - Software - 9.17
Petroleum Products - 2.77
Pharmaceuticals & Biotechnology - 7.43
Cement & Cement Products - 1.97
Finance - 3.75
Telecom - Services - 4.43
Textiles & Apparels - 2.29
Automobiles - 3.96
Auto Components - 1.66
Fertilizers & Agrochemicals - 1.65
Realty - 1.61
Personal Products - 1.58
Transport Services - 2.93
Capital Markets - 1.54
Gas - 2.61
Oil - 1.32
Leisure Services - 2.13
Diversified Metals - 1.27
Consumer Durables - 1.24
Power - 1.21
Healthcare Services - 1.17
Ferrous Metals - 1.14
Paper, Forest & Jute Products - 0.91
Non - Ferrous Metals - 0.85
Chemicals & Petrochemicals - 0.8
Other Consumer Services - 0.52

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