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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) | ₹15857 Cr | ₹4993 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 | 2.38% | 3.52% |
| 6 Month | 5.52% | 7.71% |
| 1 Year | 3.22% | 3.47% |
| 3 Year | 19.75% | 21.2% |
| 5 Year | 22.93% | 25.91% |
SIP Return Analysis
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.53% | 0.17% |
| 1 Year | 6.98% | 6.78% |
| 3 Year | 15.88% | 16.64% |
| 5 Year | 16.69% | 18.06% |
Rolling Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.62% | 9.38% |
| 3 Year | 18% | 10.11% |
| 5 Year | 16.87% | 11.35% |
Risk Management
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.49% | 13.34% |
| Sharp | 0.93% | 1.03% |
| Beta | 0.95% | 0.95% |
| Alpha | 1.16% | 2.43% |
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 | 6.14 | 3.93 |
| Large Cap | 48.7 | 48.52 |
| Mid Cap | 36.09 | 34.85 |
| Small Cap | 9.07 | 12.7 |
Sector Allocation
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.36 | 2.42 |
| Communication Services | 2.74 | 5.03 |
| Technology | 9.59 | 9.66 |
| Basic Materials | 9.63 | 8.43 |
| Industrials | 3.87 | 8.14 |
| Financial Services | 33.66 | 29.29 |
| Consumer Cyclical | 11.5 | 11.04 |
| Energy | 6.83 | 7.34 |
| Consumer Defensive | 3.31 | 5.59 |
| Healthcare | 11.46 | 8.5 |
| Utilities | 3.43 | 2.14 |
| Real Estate | 1.63 | 2.42 |
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