Motilal Oswal Large and Midcap Fund vs DSP Equity Opportunities Fund compare

Motilal Oswal Large and Midcap Fund vs DSP Equity Opportunities Fund compare

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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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	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	DSP Large & Mid Cap Fund - Regular Growth
Fund	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	DSP Large & Mid Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹15146 Cr	₹17215 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	17 Oct 2019	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	70%	40%
Expense Ratio	1.73	1.7
Manager	Rakesh Shetty	Rohit Singhania
ISIN Code	INF247L01965	INF740K01094
Exits Load	Motilal Oswal Large and Midcap Fund - Regular Plan - 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	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	DSP Large & Mid Cap Fund - Regular Growth
1 Month	-7.04%	-0.25%
6 Month	-2.31%	3.47%
1 Year	-8.09%	3.89%
3 Year	23.17%	19.55%
5 Year	22.42%	19.06%

SIP Return Analysis

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	DSP Large & Mid Cap Fund - Regular Growth
6 Month	-2.26%	3.06%
1 Year	10.81%	14.75%
3 Year	19.96%	17.19%
5 Year	21.11%	17.34%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	DSP Large & Mid Cap Fund - Regular Growth
1 Year	24.46%	18.24%
3 Year	26.13%	18.24%
5 Year	27.9%	16.66%

Risk Management

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	DSP Large & Mid Cap Fund - Regular Growth
Standard Deviation	18.47%	12.87%
Sharp	0.97%	0.98%
Beta	1.14%	0.95%
Alpha	4.81%	1.43%

Fund Managers

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	DSP Large & Mid Cap Fund - Regular Growth
Name	Rakesh Shetty	Rohit Singhania
Total AUM	₹33886 Cr	₹46862 Cr
Funds Managed	19	7
	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	DSP Large & Mid Cap Fund - Regular Growth

Market Cap

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	DSP Large & Mid Cap Fund - Regular Growth
Others	15.53	9.22
Mid Cap	36.5	34.63
Large Cap	27.56	48.48
Small Cap	20.41	7.68

Sector Allocation

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	DSP Large & Mid Cap Fund - Regular Growth
Others	1.41	1.27
Healthcare	2.49	10.15
Industrials	28.69	3.57
Financial Services	25.73	36.37
Basic Materials	2.44	8.6
Technology	12.29	11.19
Consumer Cyclical	21.26	11.68
Utilities	2.85	3.06
Real Estate	2.83	1.67
Communication Services	-	3.23
Energy	-	6.17
Consumer Defensive	-	3.03

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