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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 | 8.05% | 8.27% |
| 6 Month | -12.07% | -9.94% |
| 1 Year | 6.21% | 15.98% |
| 3 Year | 15.97% | 19.33% |
| 5 Year | 25.25% | 28.1% |
SIP Return Analysis
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Equity Opportunities Fund-Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.9% | -2.59% |
| 1 Year | -8.34% | -4.08% |
| 3 Year | 13.23% | 20.49% |
| 5 Year | 16.41% | 20.52% |
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 | 0.58% | 0.74% |
| Beta | 0.84% | 0.93% |
| Alpha | -0.13% | 2.02% |
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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 | 6.23 | 3.7 |
| Large Cap | 43.55 | 50.98 |
| Mid Cap | 35.76 | 35.38 |
| Small Cap | 14.46 | 9.94 |
Sector Allocation
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
DSP Equity Opportunities Fund-Regular Plan - Growth |
|---|---|---|
| Others | 6.03 | 2.18 |
| Communication Services | 5.28 | 3.27 |
| Energy | 4.46 | 5.95 |
| Technology | 4.55 | 7.57 |
| Basic Materials | 11.07 | 10.92 |
| Industrials | 10.84 | 6.88 |
| Financial Services | 32.65 | 32.76 |
| Consumer Defensive | 6.92 | 4.17 |
| Healthcare | 6.79 | 9.87 |
| Consumer Cyclical | 7.27 | 10.79 |
| Utilities | 1.94 | 4.51 |
| Real Estate | 2.2 | 1.13 |
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