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) | ₹13778 Cr | ₹15857 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 | -0.91% | 1.16% |
| 6 Month | 15.57% | 5.45% |
| 1 Year | 4.13% | 2.5% |
| 3 Year | 26.1% | 19.42% |
| 5 Year | 26.84% | 21.68% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.35% | 3.26% |
| 1 Year | 21.68% | 12.43% |
| 3 Year | 25.81% | 17.7% |
| 5 Year | 24.39% | 17.75% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 26.13% | 17.62% |
| 3 Year | 26.08% | 18% |
| 5 Year | 27.91% | 16.87% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 18.32% | 12.87% |
| Sharp | 1.08% | 0.99% |
| Beta | 1.14% | 0.96% |
| Alpha | 6.11% | 1.68% |
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 | 11.05 | 6.14 |
| Mid Cap | 39.56 | 36.09 |
| Large Cap | 27.14 | 48.7 |
| Small Cap | 22.25 | 9.07 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.67 | 2.36 |
| Healthcare | 3 | 11.46 |
| Industrials | 30.47 | 3.87 |
| Basic Materials | 2.59 | 9.63 |
| Technology | 14.57 | 9.59 |
| Consumer Cyclical | 21.89 | 11.5 |
| Financial Services | 20.87 | 33.66 |
| Utilities | 2.93 | 3.43 |
| Real Estate | 3.01 | 1.63 |
| Communication Services | - | 2.74 |
| Energy | - | 6.83 |
| Consumer Defensive | - | 3.31 |
Top Comparisons
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns14.04%
Edelweiss Focused Fund - Regular Plan - Growth
3Y Returns16.3%
Nippon India Japan Equity Fund- Growth Plan- Growth Option
3Y Returns18.32%
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
3Y Returns17.3%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns24.57%
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
3Y Returns13.34%
LIC MF Small Cap Fund Regular - Growth
3Y Returns17.07%
DSP Small Cap Fund - Regular - Growth
3Y Returns19.53%