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) | ₹15146 Cr | ₹17215 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 | -3.88% | 0.24% |
| 6 Month | 0.58% | 3.66% |
| 1 Year | -4.82% | 2.67% |
| 3 Year | 23.71% | 19.38% |
| 5 Year | 23.65% | 19.52% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -2.26% | 3.06% |
| 1 Year | 10.81% | 14.75% |
| 3 Year | 19.96% | 17.19% |
| 5 Year | 21.11% | 17.34% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 24.46% | 18.24% |
| 3 Year | 26.13% | 18.24% |
| 5 Year | 27.9% | 16.66% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 18.47% | 13.47% |
| Sharp | 0.97% | 0.91% |
| Beta | 1.14% | 0.95% |
| Alpha | 4.81% | 1.28% |
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 | 15.53 | 8.73 |
| Mid Cap | 36.5 | 35.24 |
| Large Cap | 27.56 | 47.64 |
| Small Cap | 20.41 | 8.39 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.41 | 2.69 |
| Healthcare | 2.49 | 10.67 |
| Industrials | 28.69 | 3.84 |
| Financial Services | 25.73 | 34.65 |
| Basic Materials | 2.44 | 8.9 |
| Technology | 12.29 | 10.83 |
| Consumer Cyclical | 21.26 | 10.25 |
| Utilities | 2.85 | 3.51 |
| Real Estate | 2.83 | 1.69 |
| Communication Services | - | 3.1 |
| Energy | - | 6.68 |
| Consumer Defensive | - | 3.19 |
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