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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) | ₹17576 Cr | ₹5635 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 | -1.47% | -1.76% |
| 6 Month | 3.4% | 3.69% |
| 1 Year | 13.06% | 12.88% |
| 3 Year | 20.79% | 22.07% |
| 5 Year | 18.4% | 21.01% |
SIP Return Analysis
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.67% | -0.96% |
| 1 Year | 3.92% | 4.82% |
| 3 Year | 13.72% | 14.59% |
| 5 Year | 15.74% | 17.06% |
Rolling Lumpsum Returns
| Scheme Name | DSP Large & Mid Cap Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.01% | 8.95% |
| 3 Year | 18.35% | 10.55% |
| 5 Year | 16.7% | 11.48% |
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 | 1.06% | 1.18% |
| Beta | 0.95% | 0.94% |
| Alpha | 1.73% | 3.34% |
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 | 9.68 | 7 |
| Large Cap | 47.91 | 46.84 |
| Mid Cap | 34.82 | 33.74 |
| Small Cap | 7.58 | 12.43 |
Sector Allocation
| Scheme Name |
DSP Large & Mid Cap Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.65 | 3.82 |
| Communication Services | 3.36 | 5.49 |
| Technology | 10.73 | 10.3 |
| Basic Materials | 8.58 | 7.67 |
| Industrials | 3.53 | 7.59 |
| Financial Services | 35.93 | 27.98 |
| Consumer Cyclical | 12.18 | 10.46 |
| Energy | 6.44 | 8.47 |
| Consumer Defensive | 2.92 | 5.72 |
| Healthcare | 9.94 | 7.37 |
| Utilities | 2.99 | 2.03 |
| Real Estate | 1.75 | 3.1 |
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