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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) | ₹30039 Cr | ₹17576 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 | -0.28% | -0.95% |
| 6 Month | 2.46% | 3.27% |
| 1 Year | 12.62% | 11.64% |
| 3 Year | 20.11% | 20.91% |
| 5 Year | 18.68% | 18.65% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.86% | -0.67% |
| 1 Year | 4.04% | 3.92% |
| 3 Year | 12.07% | 13.72% |
| 5 Year | 15.04% | 15.74% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.37% | 18.01% |
| 3 Year | 16% | 18.35% |
| 5 Year | 15.39% | 16.7% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.87% | 12.87% |
| Sharp | 1.01% | 1.06% |
| Beta | 0.9% | 0.95% |
| Alpha | 1.11% | 1.73% |
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 | 7.24 | 9.68 |
| Large Cap | 51.63 | 47.91 |
| Mid Cap | 36.04 | 34.82 |
| Small Cap | 5.09 | 7.58 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.84 | 1.65 |
| Communication Services | 3.11 | 3.36 |
| Energy | 6.04 | 6.44 |
| Financial Services | 27.43 | 35.93 |
| Technology | 7.09 | 10.73 |
| Consumer Cyclical | 13.11 | 12.18 |
| Basic Materials | 11.57 | 8.58 |
| Industrials | 16.03 | 3.53 |
| Consumer Defensive | 1.51 | 2.92 |
| Healthcare | 7.35 | 9.94 |
| Real Estate | 0.89 | 1.75 |
| Utilities | 3.01 | 2.99 |
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