- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Large & Mid Cap Fund vs DSP Equity Opportunities Fund compare
DSP Large & Mid Cap Fund - Regular Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹15502 Cr | ₹4865 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 May 2000 | 30 Jul 2005 |
| 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 | 40% | 32% |
| Expense Ratio | 1.7 | 1.9 |
| Manager | Rohit Singhania | V Srivatsa |
| ISIN Code | INF740K01094 | INF789F01869 |
| Exits Load | 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 | UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.64% | 2.4% |
| 6 Month | 12.22% | 14.44% |
| 1 Year | -3.03% | -2.61% |
| 3 Year | 18.61% | 20.14% |
| 5 Year | 22.77% | 25.31% |
SIP Return Analysis
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.31% | 3.3% |
| 1 Year | 8.04% | 9.46% |
| 3 Year | 18.13% | 19.5% |
| 5 Year | 18.07% | 19.9% |
Rolling Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.79% | 9.53% |
| 3 Year | 17.91% | 9.88% |
| 5 Year | 16.77% | 11.21% |
Risk Management
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.87% | 12.33% |
| Sharp | 0.92% | 1% |
| Beta | 0.96% | 0.95% |
| Alpha | 1.81% | 3% |
Fund Managers
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rohit Singhania | V Srivatsa |
| Total AUM | ₹46862 Cr | ₹7921 Cr |
| Funds Managed | 7 | 3 |
| DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.67 | 5.97 |
| Large Cap | 47.22 | 45.68 |
| Mid Cap | 35.51 | 36 |
| Small Cap | 9.59 | 12.34 |
Sector Allocation
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.99 | 4.46 |
| Communication Services | 2.91 | 5.78 |
| Technology | 9.06 | 9.45 |
| Basic Materials | 9.77 | 9.27 |
| Industrials | 4.11 | 7.78 |
| Financial Services | 32.12 | 29.97 |
| Consumer Cyclical | 11.35 | 8.61 |
| Energy | 6.77 | 6.38 |
| Consumer Defensive | 3.96 | 5.43 |
| Healthcare | 11.2 | 8.35 |
| Utilities | 3.17 | 2.23 |
| Real Estate | 1.59 | 2.3 |
Top Comparisons
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns20.27%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns20.31%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns22.97%
PGIM India Large and Mid Cap Fund - Regular (G)
3Y Returns0%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns27.43%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%
Axis ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns11.83%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns13.42%
