UTI vs DSP Top 100 Equity Fund compare

UTI vs DSP Top 100 Equity Fund compare

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DSP Large Cap Fund - Regular Plan - Growth

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UTI - Master Share-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	DSP Large Cap Fund - Regular Plan - Growth	UTI - Master Share-Growth Option
Fund	DSP Large Cap Fund - Regular Plan - Growth	UTI - Master Share-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹6934 Cr	₹13241 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	10 Mar 2003	30 Jul 2005
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 100 TRI	BSE 100
Turn Over	42%	17%
Expense Ratio	1.88	1.76
Manager	Jay Kothari	Karthikraj Lakshmanan
ISIN Code	INF740K01243	INF789F01976
Exits Load	DSP Top 100 Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Large 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 Cap Fund - Regular Plan - Growth	UTI - Master Share-Growth Option
1 Month	0.74%	0.53%
6 Month	3.77%	5.37%
1 Year	5.44%	5.17%
3 Year	16.9%	11.75%
5 Year	16.19%	14.43%

SIP Return Analysis

Scheme Name	DSP Large Cap Fund - Regular Plan - Growth	UTI - Master Share-Growth Option
6 Month	3.21%	3.48%
1 Year	12.94%	14.15%
3 Year	16.49%	12.75%
5 Year	15.87%	12.28%

Rolling Lumpsum Returns

Scheme Name	DSP Large Cap Fund - Regular Plan - Growth	UTI - Master Share-Growth Option
1 Year	14.78%	11.35%
3 Year	13.46%	12.24%
5 Year	12.5%	13.35%

Risk Management

Scheme Name	DSP Large Cap Fund - Regular Plan - Growth	UTI - Master Share-Growth Option
Standard Deviation	12.37%	11.82%
Sharp	0.97%	0.57%
Beta	0.84%	0.89%
Alpha	3.48%	-1.2%

Fund Managers

Scheme Name	DSP Large Cap Fund - Regular Plan - Growth	UTI - Master Share-Growth Option
Name	Jay Kothari	Karthikraj Lakshmanan
Total AUM	₹0 Cr	₹14959 Cr
Funds Managed	20	2
	DSP Large Cap Fund - Regular Plan - Growth	UTI - Master Share-Growth Option

Market Cap

Scheme Name	DSP Large Cap Fund - Regular Plan - Growth	UTI - Master Share-Growth Option
Others	12.89	8.24
Large Cap	77.85	82.95
Small Cap	4.47	0.88
Mid Cap	4.8	7.93

Sector Allocation

Scheme Name	DSP Large Cap Fund - Regular Plan - Growth	UTI - Master Share-Growth Option
Others	10	3.83
Technology	7.61	12.11
Healthcare	9.19	3.18
Financial Services	42.37	33.83
Basic Materials	1.14	5.03
Consumer Cyclical	10.03	10.16
Communication Services	1.53	4.64
Utilities	6.86	1.34
Industrials	0.79	10.27
Consumer Defensive	5.9	9.84
Energy	4.58	5.76

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