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

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

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

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Chart Comparison

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

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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