- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹28084 Cr | ₹15502 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 | -2.13% | -3.07% |
| 6 Month | 12.72% | 9.57% |
| 1 Year | 1.37% | 0.06% |
| 3 Year | 18.34% | 19.1% |
| 5 Year | 22.31% | 22.52% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.93% | 1.28% |
| 1 Year | 5.54% | 1.66% |
| 3 Year | 16.49% | 17.34% |
| 5 Year | 17.69% | 17.82% |
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% | 1.06% |
| Beta | 0.91% | 0.94% |
| Alpha | 4.17% | 1.63% |
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 | 5.13 | 7.67 |
| Large Cap | 51.8 | 47.22 |
| Mid Cap | 37.95 | 35.51 |
| Small Cap | 5.12 | 9.59 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.82 | 3.99 |
| Communication Services | 3.05 | 2.91 |
| Energy | 5.73 | 6.77 |
| Financial Services | 24.02 | 32.12 |
| Technology | 8.23 | 9.06 |
| Consumer Cyclical | 12.87 | 11.35 |
| Basic Materials | 11.78 | 9.77 |
| Industrials | 17.14 | 4.11 |
| Consumer Defensive | 1.62 | 3.96 |
| Healthcare | 7.71 | 11.2 |
| Real Estate | 0.93 | 1.59 |
| Utilities | 5.11 | 3.17 |
Top Comparisons
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns17.24%
HSBC NIFTY 50 INDEX FUND - Regular Growth
3Y Returns12.34%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.7%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.1%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.4%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.52%
Kotak Bond Fund (G)
3Y Returns7.03%
Kotak Bond Fund - Regular Plan Growth
3Y Returns7.03%
