DSP Equity Opportunities Fund vs UTI Large & Mid Cap Fund compare
DSP Large & Mid Cap Fund - Regular Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹15663 Cr | ₹4866 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 | -2.18% | -2.5% |
6 Month | 8.07% | 7.7% |
1 Year | -1.43% | 0.26% |
3 Year | 20.95% | 22.45% |
5 Year | 23.53% | 26.38% |
SIP Return Analysis
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.87% | 5.49% |
1 Year | 5.02% | 6.75% |
3 Year | 19.84% | 21.45% |
5 Year | 19.48% | 21.52% |
Rolling Lumpsum Returns
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.09% | 9.68% |
3 Year | 17.78% | 9.67% |
5 Year | 16.68% | 11.04% |
Risk Management
Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.87% | 12.33% |
Sharp | 1.32% | 1.42% |
Beta | 0.94% | 0.93% |
Alpha | 1.76% | 2.94% |
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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 | 9.68 | 5.72 |
Large Cap | 47.71 | 44.99 |
Mid Cap | 32.98 | 36.27 |
Small Cap | 9.63 | 13.02 |
Sector Allocation
Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.35 | 4.05 |
Communication Services | 3.35 | 6.59 |
Technology | 8.41 | 9.23 |
Basic Materials | 9.49 | 9.41 |
Industrials | 3.98 | 7.34 |
Financial Services | 33.51 | 30.08 |
Consumer Cyclical | 10.94 | 9.39 |
Energy | 5.63 | 6.45 |
Consumer Defensive | 3.77 | 5.35 |
Healthcare | 10.19 | 7.53 |
Utilities | 3.45 | 2.09 |
Real Estate | 0.93 | 2.49 |
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