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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 Equity Opportunities Fund-Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Equity Opportunities Fund-Regular Plan - Growth |
|---|---|---|
| Fund | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Equity Opportunities Fund-Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7943 Cr | ₹13444 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 Equity Opportunities Fund-Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.2% | 2.38% |
| 6 Month | -5.1% | -2.13% |
| 1 Year | 4.44% | 11.05% |
| 3 Year | 16.32% | 20.52% |
| 5 Year | 22.27% | 25.31% |
SIP Return Analysis
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Equity Opportunities Fund-Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.86% | 2.69% |
| 1 Year | -3.84% | 0.08% |
| 3 Year | 13.97% | 21.32% |
| 5 Year | 16.5% | 20.65% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Equity Opportunities Fund-Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.65% | 18.49% |
| 3 Year | 15.07% | 17.67% |
| 5 Year | 14.35% | 16.58% |
Risk Management
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Equity Opportunities Fund-Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.3% | 12.87% |
| Sharp | 0.61% | 0.78% |
| Beta | 0.86% | 0.95% |
| Alpha | 0.19% | 2.83% |
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Fund Managers
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | DSP Equity Opportunities Fund-Regular Plan - 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 Equity Opportunities Fund-Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
DSP Equity Opportunities Fund-Regular Plan - Growth |
|---|---|---|
| Others | 5.97 | 5.88 |
| Large Cap | 43.35 | 48.8 |
| Mid Cap | 36.2 | 35.62 |
| Small Cap | 14.48 | 9.7 |
Sector Allocation
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
DSP Equity Opportunities Fund-Regular Plan - Growth |
|---|---|---|
| Others | 5.77 | 4.12 |
| Communication Services | 5.31 | 3.31 |
| Energy | 4.53 | 5.64 |
| Technology | 4.49 | 6.32 |
| Basic Materials | 11.06 | 10.94 |
| Industrials | 11.22 | 6.42 |
| Financial Services | 33.79 | 32.34 |
| Consumer Defensive | 6.26 | 4.15 |
| Healthcare | 6.97 | 10.95 |
| Consumer Cyclical | 6.92 | 10.36 |
| Utilities | 1.73 | 4.3 |
| Real Estate | 1.96 | 1.14 |
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