DSP Equity Opportunities Fund vs UTI Large & Mid Cap Fund compare

DSP Equity Opportunities Fund vs UTI Large & Mid Cap Fund compare

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DSP Large & Mid Cap Fund - Regular Growth

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UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	DSP Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund	DSP Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹17215 Cr	₹5498 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	16 May 2000	30 Jul 2005
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	40%	32%
Expense Ratio	1.7	1.9
Manager	Rohit Singhania	V Srivatsa
ISIN Code	INF740K01094	INF789F01869
Exits Load	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	UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	DSP Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	0.24%	0.37%
6 Month	3.66%	4.77%
1 Year	2.67%	2.8%
3 Year	19.38%	21.07%
5 Year	19.52%	22.24%

SIP Return Analysis

Scheme Name	DSP Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	3.06%	3.37%
1 Year	14.75%	16.87%
3 Year	17.19%	18.56%
5 Year	17.34%	18.98%

Rolling Lumpsum Returns

Scheme Name	DSP Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	18.24%	9.03%
3 Year	18.24%	10.42%
5 Year	16.66%	11.44%

Risk Management

Scheme Name	DSP Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.47%	13.33%
Sharp	0.91%	1.03%
Beta	0.95%	0.95%
Alpha	1.28%	2.74%

Fund Managers

Scheme Name	DSP Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name	Rohit Singhania	V Srivatsa
Total AUM	₹46862 Cr	₹7921 Cr
Funds Managed	7	3
	DSP Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	DSP Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	8.73	5.47
Large Cap	47.64	48.19
Mid Cap	35.24	33.7
Small Cap	8.39	12.64

Sector Allocation

Scheme Name	DSP Large & Mid Cap Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	2.69	3.52
Communication Services	3.1	4.75
Technology	10.83	10.31
Basic Materials	8.9	7.56
Industrials	3.84	8.28
Financial Services	34.65	28.65
Consumer Cyclical	10.25	10.88
Energy	6.68	8.18
Consumer Defensive	3.19	5.78
Healthcare	10.67	7.5
Utilities	3.51	1.93
Real Estate	1.69	2.67

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