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)	₹7285 Cr	₹13322 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	-1.84%	-2.55%
6 Month	0.57%	0.68%
1 Year	8.34%	6.97%
3 Year	17.9%	13.17%
5 Year	14.69%	12.94%

SIP Return Analysis

Scheme Name	DSP Large Cap Fund - Regular Plan - Growth	UTI - Master Share-Growth Option
6 Month	1.65%	1.87%
1 Year	8.76%	10.41%
3 Year	13.73%	10.79%
5 Year	14.5%	11.13%

Rolling Lumpsum Returns

Scheme Name	DSP Large Cap Fund - Regular Plan - Growth	UTI - Master Share-Growth Option
1 Year	14.68%	11.24%
3 Year	13.52%	12.26%
5 Year	12.55%	13.36%

Risk Management

Scheme Name	DSP Large Cap Fund - Regular Plan - Growth	UTI - Master Share-Growth Option
Standard Deviation	10.79%	11.02%
Sharp	1.02%	0.61%
Beta	0.86%	0.90%
Alpha	3.41%	-1.16%

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	13.47	8.03
Large Cap	77.22	81.96
Small Cap	4.27	0.86
Mid Cap	5.04	9.16

Sector Allocation

Scheme Name	DSP Large Cap Fund - Regular Plan - Growth	UTI - Master Share-Growth Option
Others	8.61	2.1
Technology	7.44	12.61
Healthcare	9.09	3.01
Financial Services	43.57	33.46
Basic Materials	1.11	5.65
Consumer Cyclical	10.51	12.53
Communication Services	1.49	4.91
Utilities	7	0.29
Industrials	0.72	9.64
Consumer Defensive	6.07	9.13
Energy	4.38	6.69

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