Bajaj Finserv Large and Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
Kotak Equity Opportunities Fund - Growth
Chart Comparison
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Equity Opportunities Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹982 Cr | ₹25288 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Feb 2024 | 05 Sep 2004 |
| 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 | % | 14.92% |
| Expense Ratio | 2.18 | 1.59 |
| Manager | Nimesh Chandan | Harsha Upadhyaya |
| ISIN Code | INF0QA701730 | INF174K01187 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months./365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| 1 Month | -5.34% | -6.19% |
| 6 Month | 7.9% | 3.5% |
| 1 Year | - | 31.04% |
| 3 Year | - | 18.03% |
| 5 Year | - | 20.8% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 22.99% |
| 3 Year | - | 26.04% |
| 5 Year | - | 24.66% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| 1 Year | - | 16.73% |
| 3 Year | - | 15.24% |
| 5 Year | - | 14.7% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| Standard Deviation | - | 11.87% |
| Sharp | - | 1.28% |
| Beta | - | 0.85% |
| Alpha | - | 2.07% |
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| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| Name | Nimesh Chandan | Harsha Upadhyaya |
| Total AUM | ₹0 Cr | ₹139411 Cr |
| Fund Manage | 8 | 11 |
| Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Equity Opportunities Fund - Growth |
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| Others | 6.23 | 1.8 |
| Large Cap | 48.07 | 56.41 |
| Mid Cap | 37.56 | 36.67 |
| Small Cap | 8.17 | 5.41 |
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| Others | 3.77 | 1.8 |
| Energy | 6.12 | - |
| Capital Goods | 11.49 | - |
| Services | 9.01 | - |
| Construction | 5.02 | 3.44 |
| Metals & Mining | 4.08 | - |
| Consumer Staples | 10.82 | - |
| Financial | 13.25 | - |
| Healthcare | 8.83 | - |
| Automobile | 6.01 | - |
| Insurance | 2.34 | - |
| Communication | 4.24 | - |
| Consumer Discretionary | 3.79 | - |
| Chemicals | 6.35 | - |
| Technology | 2.25 | - |
| Materials | 1.19 | - |
| Textiles | 1.47 | - |
| Telecom - Services | - | 1.54 |
| Petroleum Products | - | 5.47 |
| Finance | - | 2.28 |
| IT - Software | - | 8.08 |
| Banks | - | 16.27 |
| Diversified FMCG | - | 1.02 |
| Pharmaceuticals & Biotechnology | - | 7.92 |
| Non - Ferrous Metals | - | 0.64 |
| Healthcare Services | - | 0.54 |
| Ferrous Metals | - | 2.81 |
| Chemicals & Petrochemicals | - | 4.93 |
| Realty | - | 1.16 |
| Electrical Equipment | - | 3.13 |
| Gas | - | 5.09 |
| Automobiles | - | 2.89 |
| Fertilizers & Agrochemicals | - | 1.92 |
| Agricultural, Commercial & Construction Vehicles | - | 1.9 |
| Industrial Products | - | 1.63 |
| Consumer Durables | - | 3.31 |
| Aerospace & Defense | - | 3.53 |
| Auto Components | - | 6.54 |
| Cement & Cement Products | - | 3.37 |
| Capital Markets | - | 1.08 |
| Entertainment | - | 0.76 |
| Industrial Manufacturing | - | 0.69 |
| Power | - | 1.48 |
| Retailing | - | 4.04 |
| Beverages | - | 1.03 |
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