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) ₹7968 Cr ₹13093 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 Mar 1993 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 1.78 1.74
Manager Chandraprakash Padiyar Rohit Singhania
ISIN Code INF277K01428 INF740K01094
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days/365 Exit load of 1% if redeemed less than 12 months/365

Trailing Lumpsum Returns

Scheme Name Tata Large & Mid Cap Fund- Regular Plan - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
1 Month 6.19% 6.84%
6 Month 18.55% 24.04%
1 Year 33.18% 49.31%
3 Year 18.7% 20.85%
5 Year 22.83% 25.16%

SIP Return Analysis

Scheme Name Tata Large & Mid Cap Fund- Regular Plan - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
6 Month - -
1 Year 14.21% 21%
3 Year 37.19% 46.74%
5 Year 73.24% 85.3%

Rolling Lumpsum Returns

Scheme Name Tata Large & Mid Cap Fund- Regular Plan - Growth Option DSP Equity Opportunities Fund-Regular Plan - Growth
1 Year 22.29% 24.57%
3 Year 57.36% 62.56%
5 Year 81.2% 94.18%

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 1.14% 1.06%
Beta 0.83% 0.94%
Alpha 0.43% -0.56%

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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
Fund Manage 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

Large Cap 42.67 53.05
Mid Cap 40.55 34.59
Others 4.82 1.95
Small Cap 11.96 10.41

Sector Allocation

Scheme Name

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

DSP Equity Opportunities Fund-Regular Plan - Growth

Financial 31.45 33.32
Consumer Staples 9.54 5.09
Energy 5.69 9.63
Chemicals 6.92 3.9
Capital Goods 6.79 5.32
Others 4.68 1.52
Communication 5.05 3.5
Automobile 7.72 9.08
Healthcare 6.49 7.44
Services 4.69 1.34
Construction 1.81 3.33
Metals & Mining 1.77 3.86
Technology 3.31 5.68
Materials 4.09 3.1
Consumer Discretionary - 2.32
Insurance - 1.19
Textiles - 0.38

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