Motilal Oswal Large and Midcap Fund vs DSP Equity Opportunities Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
DSP Equity Opportunities Fund-Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8447 Cr | ₹13444 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 17 Oct 2019 | 16 May 2000 |
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 | 70% | 40% |
Expense Ratio | 1.73 | 1.7 |
Manager | Rakesh Shetty | Rohit Singhania |
ISIN Code | INF247L01965 | INF740K01094 |
Exits Load | Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Equity Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Month | 10.59% | 8.28% |
6 Month | -14.41% | -10.38% |
1 Year | 13.83% | 15.98% |
3 Year | 24.29% | 19.97% |
5 Year | 29.69% | 28.06% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | -9.92% | -2.59% |
1 Year | -9.86% | -4.08% |
3 Year | 23.23% | 20.49% |
5 Year | 23.63% | 20.52% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Year | 31.85% | 18.49% |
3 Year | 25.93% | 17.67% |
5 Year | 25.61% | 16.58% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.577% | 12.87% |
Sharp | 0.899% | 0.74% |
Beta | 0.963% | 0.93% |
Alpha | 7.354% | 2.02% |
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Fund Managers
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Name | Rakesh Shetty | Rohit Singhania |
Total AUM | ₹33886 Cr | ₹46862 Cr |
Funds Managed | 19 | 7 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
Market Cap
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 4.04 | 3.7 |
Large Cap | 35.63 | 50.98 |
Mid Cap | 39.29 | 35.38 |
Small Cap | 21.04 | 9.94 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 2.08 | 2.18 |
Consumer Cyclical | 26.27 | 10.79 |
Healthcare | 1.96 | 9.87 |
Financial Services | 14.33 | 32.76 |
Industrials | 29.6 | 6.88 |
Basic Materials | 3.12 | 10.92 |
Technology | 10.92 | 7.57 |
Real Estate | 5.68 | 1.13 |
Communication Services | 6.04 | 3.27 |
Energy | - | 5.95 |
Consumer Defensive | - | 4.17 |
Utilities | - | 4.51 |
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