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) | ₹11816 Cr | ₹15663 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 | -1.17% | -2.25% |
6 Month | 14.03% | 8.11% |
1 Year | 9.91% | -1.33% |
3 Year | 28.99% | 20.87% |
5 Year | 28.86% | 23.26% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 11.31% | 3.87% |
1 Year | 15.26% | 5.02% |
3 Year | 28.32% | 19.84% |
5 Year | 26.15% | 19.48% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 28.46% | 18.09% |
3 Year | 25.72% | 17.78% |
5 Year | 26.25% | 16.68% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 18.62% | 12.87% |
Sharp | 1.37% | 1.32% |
Beta | 1.06% | 0.94% |
Alpha | 11.05% | 1.76% |
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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 | 7.83 | 9.68 |
Small Cap | 23.46 | 9.63 |
Mid Cap | 37.48 | 32.98 |
Large Cap | 31.23 | 47.71 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 0.88 | 6.35 |
Communication Services | 0.34 | 3.35 |
Healthcare | 3.22 | 10.19 |
Industrials | 37.8 | 3.98 |
Basic Materials | 2.41 | 9.49 |
Technology | 11.01 | 8.41 |
Financial Services | 19.02 | 33.51 |
Real Estate | 3.26 | 0.93 |
Consumer Cyclical | 22.06 | 10.94 |
Energy | - | 5.63 |
Consumer Defensive | - | 3.77 |
Utilities | - | 3.45 |
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