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

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

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

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Chart Comparison

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

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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