DSP Equity Opportunities Fund vs Motilal Oswal Large and Midcap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
DSP Equity Opportunities Fund-Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8447 Cr | ₹13444 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 Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Month | 2.09% | 2.38% |
6 Month | -8.67% | -2.13% |
1 Year | 9.99% | 11.05% |
3 Year | 24.04% | 20.52% |
5 Year | 27.89% | 25.31% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | -2.37% | 2.69% |
1 Year | -6.47% | 0.08% |
3 Year | 23.62% | 21.32% |
5 Year | 23.58% | 20.65% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Year | 31.85% | 18.49% |
3 Year | 25.93% | 17.67% |
5 Year | 25.61% | 16.58% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.577% | 12.87% |
Sharp | 0.899% | 0.78% |
Beta | 0.963% | 0.95% |
Alpha | 7.354% | 2.83% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Equity Opportunities Fund-Regular Plan - 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 Equity Opportunities Fund-Regular Plan - Growth |
Market Cap
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 4.04 | 5.88 |
Large Cap | 35.63 | 48.8 |
Mid Cap | 39.29 | 35.62 |
Small Cap | 21.04 | 9.7 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 2.08 | 4.12 |
Consumer Cyclical | 26.27 | 10.36 |
Healthcare | 1.96 | 10.95 |
Financial Services | 14.33 | 32.34 |
Industrials | 29.6 | 6.42 |
Basic Materials | 3.12 | 10.94 |
Technology | 10.92 | 6.32 |
Real Estate | 5.68 | 1.14 |
Communication Services | 6.04 | 3.31 |
Energy | - | 5.64 |
Consumer Defensive | - | 4.15 |
Utilities | - | 4.3 |
Top Comparisons
Aditya Birla Sun Life Gold Fund-Growth
3Y Returns20.5%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.24%
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
3Y Returns13.4%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns12.87%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns12.87%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns13.12%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.99%