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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) | ₹27655 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 | 2.78% | 2.89% |
| 6 Month | 17.71% | 13.69% |
| 1 Year | -1.43% | -2.47% |
| 3 Year | 18.66% | 19.82% |
| 5 Year | 21.84% | 22.26% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.14% | 2.31% |
| 1 Year | 11.62% | 8.04% |
| 3 Year | 17.22% | 18.13% |
| 5 Year | 17.89% | 18.07% |
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 | 13.00% | 12.87% |
| Sharp | 0.81% | 0.92% |
| Beta | 0.92% | 0.96% |
| Alpha | 3.84% | 1.81% |
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 |
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