Motilal Oswal Large and Midcap Fund vs DSP Equity Opportunities Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
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) | ₹15055 Cr | ₹17576 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 | -5.54% | -1.72% |
| 6 Month | -6.85% | 1.21% |
| 1 Year | -3.68% | 7.75% |
| 3 Year | 22.64% | 19.62% |
| 5 Year | 20.16% | 17.27% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -5.38% | 2.76% |
| 1 Year | 2.2% | 12.64% |
| 3 Year | 15.74% | 16.11% |
| 5 Year | 19.01% | 16.94% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 23.39% | 18.01% |
| 3 Year | 26.03% | 18.35% |
| 5 Year | 27.47% | 16.7% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.45% | 12.87% |
| Sharp | 0.98% | 1.06% |
| Beta | 1.16% | 0.95% |
| Alpha | 3.1% | 1.73% |
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 | 21.7 | 9.68 |
| Mid Cap | 37.46 | 34.82 |
| Large Cap | 24.96 | 47.91 |
| Small Cap | 15.88 | 7.58 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.17 | 1.65 |
| Healthcare | 3.41 | 9.94 |
| Industrials | 27.89 | 3.53 |
| Financial Services | 29.21 | 35.93 |
| Basic Materials | 2.88 | 8.58 |
| Technology | 10.55 | 10.73 |
| Consumer Cyclical | 21.8 | 12.18 |
| Utilities | 0 | 2.99 |
| Real Estate | 3.1 | 1.75 |
| Communication Services | - | 3.36 |
| Energy | - | 6.44 |
| Consumer Defensive | - | 2.92 |
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