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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) | ₹29516 Cr | ₹16530 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 | -0.09% | 0.24% |
| 6 Month | 4.29% | 3.66% |
| 1 Year | 1.69% | 2.67% |
| 3 Year | 18.17% | 19.38% |
| 5 Year | 19.2% | 19.52% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.01% | 3.92% |
| 1 Year | 16.31% | 15.34% |
| 3 Year | 16.07% | 17.47% |
| 5 Year | 17.04% | 17.58% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.6% | 18.24% |
| 3 Year | 15.94% | 18.24% |
| 5 Year | 15.33% | 16.66% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.87% | 12.87% |
| Sharp | 0.97% | 0.98% |
| Beta | 0.9% | 0.95% |
| Alpha | 1.32% | 1.43% |
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 | 7.45 | 8.73 |
| Large Cap | 52.77 | 47.64 |
| Mid Cap | 34.7 | 35.24 |
| Small Cap | 5.08 | 8.39 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.27 | 2.69 |
| Communication Services | 3.08 | 3.1 |
| Energy | 5.98 | 6.68 |
| Financial Services | 25.21 | 34.65 |
| Technology | 7.04 | 10.83 |
| Consumer Cyclical | 13.03 | 10.25 |
| Basic Materials | 11.59 | 8.9 |
| Industrials | 17.32 | 3.84 |
| Consumer Defensive | 1.58 | 3.19 |
| Healthcare | 7 | 10.67 |
| Real Estate | 0.96 | 1.69 |
| Utilities | 3.94 | 3.51 |
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