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

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

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tortoise-icon 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) ₹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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