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DSP Equity Opportunities Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹28381 Cr | ₹15857 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 09 Sep 2004 | 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 | 14.92% | 40% |
| Expense Ratio | 1.61 | 1.7 |
| Manager | Harsha Upadhyaya | Rohit Singhania |
| ISIN Code | INF174K01187 | INF740K01094 |
| Exits Load | Kotak Equity Opportunities Fund - 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 | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.71% | 1.74% |
| 6 Month | 11.46% | 7.43% |
| 1 Year | 4.53% | 4.35% |
| 3 Year | 18.62% | 19.8% |
| 5 Year | 21.06% | 21.12% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.18% | 2.18% |
| 1 Year | 13.72% | 11.05% |
| 3 Year | 16.05% | 16.97% |
| 5 Year | 17.01% | 17.23% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.73% | 18.32% |
| 3 Year | 15.89% | 18.2% |
| 5 Year | 15.3% | 16.63% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.77% | 12.87% |
| Sharp | 0.91% | 0.99% |
| Beta | 0.90% | 0.95% |
| Alpha | 0.96% | 1.3% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Rohit Singhania |
| Total AUM | ₹139411 Cr | ₹46862 Cr |
| Funds Managed | 11 | 7 |
| Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.33 | 6.14 |
| Large Cap | 52.07 | 48.7 |
| Mid Cap | 34.89 | 36.09 |
| Small Cap | 5.71 | 9.07 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.78 | 2.36 |
| Communication Services | 2.93 | 2.74 |
| Energy | 5.84 | 6.83 |
| Financial Services | 24.06 | 33.66 |
| Technology | 7.11 | 9.59 |
| Consumer Cyclical | 13.66 | 11.5 |
| Basic Materials | 12.15 | 9.63 |
| Industrials | 16.73 | 3.87 |
| Consumer Defensive | 1.59 | 3.31 |
| Healthcare | 7.04 | 11.46 |
| Real Estate | 0.89 | 1.63 |
| Utilities | 4.21 | 3.43 |
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