Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

DSP Equity Opportunities Fund vs Motilal Oswal Large and Midcap Fund compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Invest Now

tortoise-icon DSP Large & Mid Cap Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns12.78%

VS

Quant ESG Integration Strategy Fund Regular - Growth Quant ESG Integration Strategy Fund Regular - Growth

3Y Returns13.92%

Compare Now

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns34.27%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns35.8%

Compare Now

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns16.57%

VS

Quant Infrastructure Fund - Growth Option Quant Infrastructure Fund - Growth Option

3Y Returns15.08%

Compare Now

HDFC Medium Term Debt Fund - Growth Option HDFC Medium Term Debt Fund - Growth Option

3Y Returns7.41%

VS

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

3Y Returns9.39%

Compare Now
Add to Cart Successfully