Tata Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
DSP Equity Opportunities Fund-Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Fund | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Equity Opportunities Fund-Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7943 Cr | ₹13444 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Mar 2003 | 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 | 10.69% | 40% |
Expense Ratio | 1.77 | 1.7 |
Manager | Chandraprakash Padiyar | Rohit Singhania |
ISIN Code | INF277K01428 | INF740K01094 |
Exits Load | Tata Large & Mid Cap 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 | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Month | 3.3% | 3.08% |
6 Month | -5.65% | -3.96% |
1 Year | 8.17% | 15.66% |
3 Year | 16.16% | 19.75% |
5 Year | 24.46% | 26.97% |
SIP Return Analysis
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | 0.85% | 1.13% |
1 Year | -3.54% | -1.23% |
3 Year | 13.97% | 20.76% |
5 Year | 16.54% | 20.38% |
Rolling Lumpsum Returns
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Year | 16.65% | 18.49% |
3 Year | 15.07% | 17.67% |
5 Year | 14.35% | 16.58% |
Risk Management
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.3% | 12.87% |
Sharp | 0.61% | 0.78% |
Beta | 0.86% | 0.95% |
Alpha | 0.19% | 2.83% |
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Fund Managers
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Name | Chandraprakash Padiyar | Rohit Singhania |
Total AUM | ₹15627 Cr | ₹46862 Cr |
Funds Managed | 3 | 7 |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Equity Opportunities Fund-Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 5.97 | 5.88 |
Large Cap | 43.35 | 48.8 |
Mid Cap | 36.2 | 35.62 |
Small Cap | 14.48 | 9.7 |
Sector Allocation
Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 5.77 | 4.12 |
Communication Services | 5.31 | 3.31 |
Energy | 4.53 | 5.64 |
Technology | 4.49 | 6.32 |
Basic Materials | 11.06 | 10.94 |
Industrials | 11.22 | 6.42 |
Financial Services | 33.79 | 32.34 |
Consumer Defensive | 6.26 | 4.15 |
Healthcare | 6.97 | 10.95 |
Consumer Cyclical | 6.92 | 10.36 |
Utilities | 1.73 | 4.3 |
Real Estate | 1.96 | 1.14 |
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