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

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

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

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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) ₹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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