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

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tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan 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 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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