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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) | ₹28294 Cr | ₹15663 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 | -2.61% | -3.46% |
| 6 Month | 6.92% | 4.55% |
| 1 Year | 1.87% | 1.27% |
| 3 Year | 19.24% | 20.06% |
| 5 Year | 22.64% | 22.94% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.69% | 2.83% |
| 1 Year | 5.6% | 1.44% |
| 3 Year | 16.95% | 17.82% |
| 5 Year | 18.06% | 18.18% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.03% | 17.79% |
| 3 Year | 15.68% | 17.91% |
| 5 Year | 15.12% | 16.77% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.90% | 12.87% |
| Sharp | 0.98% | 1.32% |
| Beta | 0.93% | 0.94% |
| Alpha | 3.99% | 1.76% |
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 | 4.82 | 9.68 |
| Large Cap | 52.49 | 47.71 |
| Mid Cap | 37.42 | 32.98 |
| Small Cap | 5.28 | 9.63 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.25 | 6.35 |
| Communication Services | 3.18 | 3.35 |
| Energy | 5.97 | 5.63 |
| Financial Services | 24.69 | 33.51 |
| Technology | 8.83 | 8.41 |
| Consumer Cyclical | 12.27 | 10.94 |
| Basic Materials | 10.99 | 9.49 |
| Industrials | 17.45 | 3.98 |
| Consumer Defensive | 1.59 | 3.77 |
| Healthcare | 7.28 | 10.19 |
| Real Estate | 1.08 | 0.93 |
| Utilities | 5.41 | 3.45 |
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