DSP Equity Opportunities Fund vs Motilal Oswal Large and Midcap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹12628 Cr | ₹15502 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 17 Oct 2019 | 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 | 70% | 40% |
Expense Ratio | 1.73 | 1.7 |
Manager | Rakesh Shetty | Rohit Singhania |
ISIN Code | INF247L01965 | INF740K01094 |
Exits Load | Motilal Oswal Large and Midcap Fund - Regular Plan - 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 | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | 4.83% | 2.64% |
6 Month | 25.7% | 12.22% |
1 Year | 2.22% | -3.03% |
3 Year | 26.5% | 18.61% |
5 Year | 28.74% | 22.77% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 7.58% | 2.31% |
1 Year | 18.22% | 8.04% |
3 Year | 26.52% | 18.13% |
5 Year | 24.83% | 18.07% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 26.99% | 17.79% |
3 Year | 25.97% | 17.91% |
5 Year | 27.36% | 16.77% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 18.35% | 12.87% |
Sharp | 1.00% | 0.92% |
Beta | 1.09% | 0.96% |
Alpha | 10.37% | 1.81% |
Fund Managers
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Name | Rakesh Shetty | Rohit Singhania |
Total AUM | ₹33886 Cr | ₹46862 Cr |
Funds Managed | 19 | 7 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 10.83 | 7.67 |
Mid Cap | 38.91 | 35.51 |
Large Cap | 28.29 | 47.22 |
Small Cap | 21.97 | 9.59 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 0.93 | 3.99 |
Healthcare | 2.99 | 11.2 |
Industrials | 34.2 | 4.11 |
Basic Materials | 2.19 | 9.77 |
Technology | 12.75 | 9.06 |
Financial Services | 18.33 | 32.12 |
Utilities | 3.71 | 3.17 |
Consumer Cyclical | 21.73 | 11.35 |
Real Estate | 3.16 | 1.59 |
Communication Services | - | 2.91 |
Energy | - | 6.77 |
Consumer Defensive | - | 3.96 |
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