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Compare DSP Equity Opportunities Fund vs UTI Large & Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.68 | 1.92 |
NAV | ₹627.19 | ₹183.21 |
Fund Started | 11 Mar 2000 | 01 Aug 2005 |
Fund Size | ₹15012.64 Cr | ₹4543.64 Cr |
Exit Load | Exit load of 1% if redeemed less than 12 months | Exit load of 1% if redeemed less than 1 year |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.68
1.92
NAV
₹627.19
₹183.21
Fund Started
11 Mar 2000
01 Aug 2005
Fund Size
₹15012.64 Cr
₹4543.64 Cr
Exit Load
Exit load of 1% if redeemed less than 12 months
Exit load of 1% if redeemed less than 1 year
Returns
1 Year | 3.86% | 6.79% |
3 Year | 25.26% | 26.55% |
5 Year | 24.57% | 27.80% |
1 Year
3.86%
6.79%
3 Year
25.26%
26.55%
5 Year
24.57%
27.80%
Holding Analysis
Equity | 90.84% | 96.15% |
Cash | 9.16% | 3.67% |
Equity
90.84%
96.15%
Cash
9.16%
3.67%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.73% |
State Bank of India | 4.48% |
ICICI Bank Ltd. | 4.39% |
Axis Bank Ltd. | 3.88% |
Coforge Ltd. | 2.31% |
Kotak Mahindra Bank Ltd. | 2.20% |
Hindustan Petroleum Corporation Ltd. | 1.99% |
Cipla Ltd. | 1.87% |
Ipca Laboratories Ltd. | 1.81% |
Max Financial Services Ltd. | 1.80% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.97% |
ICICI Bank Ltd. | 4.61% |
Infosys Ltd. | 2.68% |
ITC Ltd. | 2.66% |
Aditya Birla Capital Ltd. | 2.62% |
The Federal Bank Ltd. | 2.53% |
Indus Towers Ltd. | 2.39% |
Reliance Industries Ltd. | 2.37% |
Vedanta Ltd. | 2.28% |
Max Financial Services Ltd. | 2.24% |
Fund Manager
Name | Jay Kothari | V Srivatsa |
Start Date | 16 Mar 2018 | 10 Aug 2018 |
Name
Jay Kothari
V Srivatsa
Start Date
16 Mar 2018
10 Aug 2018
About Fund
Description | The scheme seeking to generate long term appreciation from a portfolio constituted of equity and equity related securities of large and midcap companies. | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies. |
Launch Date | 11 Mar 2000 | 01 Aug 2005 |
Description
The scheme seeking to generate long term appreciation from a portfolio constituted of equity and equity related securities of large and midcap companies.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies.
Launch Date
11 Mar 2000
01 Aug 2005