Tata Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare

Tata Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare

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Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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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	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)	₹8887 Cr	₹15663 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	-2.58%	-3.42%
6 Month	8.22%	7.38%
1 Year	-2.46%	-1.37%
3 Year	14.66%	19.14%
5 Year	19.61%	22.17%

SIP Return Analysis

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	DSP Large & Mid Cap Fund - Regular Growth
6 Month	2.63%	1.85%
1 Year	0.28%	-0.2%
3 Year	11.31%	16.74%
5 Year	14.22%	17.47%

Rolling Lumpsum Returns

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	DSP Large & Mid Cap Fund - Regular Growth
1 Year	16.09%	17.79%
3 Year	15.41%	17.91%
5 Year	14.46%	16.77%

Risk Management

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	DSP Large & Mid Cap Fund - Regular Growth
Standard Deviation	11.3%	12.87%
Sharp	0.89%	1.06%
Beta	0.88%	0.94%
Alpha	-0.7%	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	7.95	9.68
Large Cap	43.36	47.71
Mid Cap	35.61	32.98
Small Cap	13.08	9.63

Sector Allocation

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	DSP Large & Mid Cap Fund - Regular Growth
Others	6.37	6.35
Communication Services	5.73	3.35
Energy	4.73	5.63
Technology	2.63	8.41
Basic Materials	13.9	9.49
Industrials	9.83	3.98
Financial Services	33.55	33.51
Healthcare	7.53	10.19
Consumer Cyclical	6.34	10.94
Consumer Defensive	5.23	3.77
Utilities	2.11	3.45
Real Estate	2.04	0.93

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