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Tata Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹8683 Cr | ₹17576 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Mar 2003 | 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 | 10.69% | 40% |
| Expense Ratio | 1.77 | 1.7 |
| Manager | Chandraprakash Padiyar | Rohit Singhania |
| ISIN Code | INF277K01428 | INF740K01094 |
| Exits Load | Tata Large & Mid Cap 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 | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -5.01% | -1% |
| 6 Month | -7.02% | 2.86% |
| 1 Year | 1.92% | 11.17% |
| 3 Year | 12.54% | 20.81% |
| 5 Year | 14.71% | 18.6% |
SIP Return Analysis
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.65% | 3.17% |
| 1 Year | 5.59% | 13.76% |
| 3 Year | 8.49% | 15.88% |
| 5 Year | 11.82% | 16.9% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.51% | 18.01% |
| 3 Year | 15.03% | 18.35% |
| 5 Year | 14.61% | 16.7% |
Risk Management
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.44% | 13.28% |
| Sharp | 0.54% | 1.00% |
| Beta | 0.89% | 0.95% |
| Alpha | -4.25% | 1.63% |
Fund Managers
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Rohit Singhania |
| Total AUM | ₹15627 Cr | ₹46862 Cr |
| Funds Managed | 3 | 7 |
| Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 6.21 | 9.68 |
| Large Cap | 45.46 | 47.91 |
| Small Cap | 13.46 | 7.58 |
| Mid Cap | 34.88 | 34.82 |
Sector Allocation
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.72 | 1.65 |
| Communication Services | 6.44 | 3.36 |
| Energy | 5.06 | 6.44 |
| Technology | 3.15 | 10.73 |
| Industrials | 11.48 | 3.53 |
| Basic Materials | 14 | 8.58 |
| Financial Services | 31.44 | 35.93 |
| Healthcare | 4.79 | 9.94 |
| Consumer Defensive | 7.54 | 2.92 |
| Consumer Cyclical | 5.76 | 12.18 |
| Utilities | 2.7 | 2.99 |
| Real Estate | 3.92 | 1.75 |
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