UTI Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare
DSP Equity Opportunities Fund-Regular Plan - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | DSP Equity Opportunities Fund-Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹13444 Cr | ₹4047 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 May 2000 | 30 Jul 2005 |
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 | 40% | 32% |
Expense Ratio | 1.7 | 1.9 |
Manager | Rohit Singhania | V Srivatsa |
ISIN Code | INF740K01094 | INF789F01869 |
Exits Load | 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 | UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.68% | -3.58% |
6 Month | -13.59% | -14.9% |
1 Year | 8.23% | 8.04% |
3 Year | 18.61% | 19.21% |
5 Year | 22.75% | 26.38% |
SIP Return Analysis
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -8.5% | -9.76% |
1 Year | -12.5% | -13.96% |
3 Year | 16.62% | 17.07% |
5 Year | 18.39% | 20.22% |
Rolling Lumpsum Returns
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.49% | 9.5% |
3 Year | 17.67% | 9.15% |
5 Year | 16.58% | 10.86% |
Risk Management
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.87% | 12.33% |
Sharp | 0.74% | 0.82% |
Beta | 0.93% | 0.93% |
Alpha | 2.02% | 3.15% |
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Fund Managers
Scheme Name | DSP Equity Opportunities Fund-Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rohit Singhania | V Srivatsa |
Total AUM | ₹46862 Cr | ₹7921 Cr |
Funds Managed | 7 | 3 |
DSP Equity Opportunities Fund-Regular Plan - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
DSP Equity Opportunities Fund-Regular Plan - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.7 | 5.62 |
Large Cap | 50.98 | 44.64 |
Mid Cap | 35.38 | 37.19 |
Small Cap | 9.94 | 12.55 |
Sector Allocation
Scheme Name |
DSP Equity Opportunities Fund-Regular Plan - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.18 | 3.44 |
Communication Services | 3.27 | 6.29 |
Technology | 7.57 | 8.04 |
Basic Materials | 10.92 | 11.45 |
Industrials | 6.88 | 6.02 |
Financial Services | 32.76 | 33.25 |
Energy | 5.95 | 2.44 |
Consumer Defensive | 4.17 | 6.43 |
Healthcare | 9.87 | 6.82 |
Utilities | 4.51 | 2.07 |
Consumer Cyclical | 10.79 | 11.34 |
Real Estate | 1.13 | 2.42 |
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