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 |
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