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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) | ₹15502 Cr | ₹4861 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 | 2.64% | 2.4% |
| 6 Month | 12.22% | 14.44% |
| 1 Year | -3.03% | -2.61% |
| 3 Year | 18.61% | 20.14% |
| 5 Year | 22.77% | 25.31% |
SIP Return Analysis
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.31% | 3.3% |
| 1 Year | 8.04% | 9.46% |
| 3 Year | 18.13% | 19.5% |
| 5 Year | 18.07% | 19.9% |
Rolling Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.79% | 9.53% |
| 3 Year | 17.91% | 9.88% |
| 5 Year | 16.77% | 11.21% |
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 | 0.92% | 1% |
| Beta | 0.96% | 0.95% |
| Alpha | 1.81% | 3% |
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 | 7.67 | 5.97 |
| Large Cap | 47.22 | 45.68 |
| Mid Cap | 35.51 | 36 |
| Small Cap | 9.59 | 12.34 |
Sector Allocation
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.99 | 4.46 |
| Communication Services | 2.91 | 5.78 |
| Technology | 9.06 | 9.45 |
| Basic Materials | 9.77 | 9.27 |
| Industrials | 4.11 | 7.78 |
| Financial Services | 32.12 | 29.97 |
| Consumer Cyclical | 11.35 | 8.61 |
| Energy | 6.77 | 6.38 |
| Consumer Defensive | 3.96 | 5.43 |
| Healthcare | 11.2 | 8.35 |
| Utilities | 3.17 | 2.23 |
| Real Estate | 1.59 | 2.3 |
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