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Kotak Equity Opportunities Fund vs DSP Equity Opportunities Fund compare

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tortoise-icon Kotak Large & Midcap Fund - Growth

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

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Chart Comparison

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

Overview

Scheme Name Kotak Large & Midcap Fund - Growth DSP Large & Mid Cap Fund - Regular Growth
Fund Kotak Large & Midcap Fund - Growth DSP Large & Mid Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹27046 Cr ₹15013 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 09 Sep 2004 16 May 2000
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 14.92% 40%
Expense Ratio 1.61 1.7
Manager Harsha Upadhyaya Rohit Singhania
ISIN Code INF174K01187 INF740K01094
Exits Load Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name Kotak Large & Midcap Fund - Growth DSP Large & Mid Cap Fund - Regular Growth
1 Month 3.99% 2.53%
6 Month 3.49% 4.41%
1 Year 3.24% 6.08%
3 Year 24.4% 25.54%
5 Year 24.57% 24.83%

SIP Return Analysis

Scheme Name Kotak Large & Midcap Fund - Growth DSP Large & Mid Cap Fund - Regular Growth
6 Month 11.11% 8.95%
1 Year 12.07% 10.04%
3 Year 20.83% 22.64%
5 Year 20.43% 21.09%

Rolling Lumpsum Returns

Scheme Name Kotak Large & Midcap Fund - Growth DSP Large & Mid Cap Fund - Regular Growth
1 Year 16.44% 18.09%
3 Year 15.54% 17.78%
5 Year 15.02% 16.68%

Risk Management

Scheme Name Kotak Large & Midcap Fund - Growth DSP Large & Mid Cap Fund - Regular Growth
Standard Deviation 14.06% 12.87%
Sharp 0.98% 1.09%
Beta 0.93% 0.94%
Alpha 3.82% 2.04%

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Fund Managers

Scheme Name Kotak Large & Midcap Fund - Growth DSP Large & Mid Cap Fund - Regular Growth
Name Harsha Upadhyaya Rohit Singhania
Total AUM ₹139411 Cr ₹46862 Cr
Funds Managed 11 7
Kotak Large & Midcap Fund - Growth DSP Large & Mid Cap Fund - Regular Growth

Market Cap

Scheme Name

Kotak Large & Midcap Fund - Growth

DSP Large & Mid Cap Fund - Regular Growth

Others 4.51 6.99
Large Cap 54.26 48.88
Mid Cap 35.22 35.49
Small Cap 6.01 8.64

Sector Allocation

Scheme Name

Kotak Large & Midcap Fund - Growth

DSP Large & Mid Cap Fund - Regular Growth

Others 3.44 6.99
Communication Services 2.5 -
Energy 5.77 -
Financial Services 20.63 -
Technology 10.67 -
Consumer Cyclical 13.42 -
Industrials 16.41 -
Consumer Defensive 1.89 -
Healthcare 8.56 -
Basic Materials 10.21 -
Real Estate 0.86 -
Utilities 5.64 -
Telecom - Services - 3.98
IT - Software - 6.01
Cement & Cement Products - 2.15
Construction - 3.18
Finance - 4.43
Consumer Durables - 2.49
Petroleum Products - 3.51
Diversified FMCG - 2.35
Non - Ferrous Metals - 1.19
Pharmaceuticals & Biotechnology - 8.35
Banks - 23.6
Healthcare Services - 2.52
Chemicals & Petrochemicals - 1.62
Automobiles - 3.1
Transport Services - 0.83
Insurance - 4.45
Gas - 3.69
Fertilizers & Agrochemicals - 1.33
Realty - 1.07
Oil - 1.44
Auto Components - 5.87
Industrial Products - 1.1
Food Products - 0.43
Personal Products - 1.35
Power - 1.67
Ferrous Metals - 1.3

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