Bajaj Finserv Large and Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
Invest NowKotak Equity Opportunities Fund - Growth
Invest NowChart 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 | 2.29% | 0.51% |
6 Month | - | 22.36% |
1 Year | - | 42.97% |
3 Year | - | 22.32% |
5 Year | - | 24.45% |
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Equity Opportunities Fund - Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.18% | 21.44% |
3 Year | 7.18% | 48.52% |
5 Year | 7.18% | 89.46% |
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Equity Opportunities Fund - Growth |
---|---|---|
1 Year | 10.53% | 24.77% |
3 Year | 10.53% | 65.21% |
5 Year | 10.53% | 96.96% |
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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Get Free Experts GuidanceScheme 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 | 1.56 |
Large Cap | 48.07 | 56.31 |
Mid Cap | 37.56 | 36.23 |
Small Cap | 8.17 | 5.79 |
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Kotak Equity Opportunities Fund - Growth |
---|---|---|
Others | 3.77 | 1.49 |
Energy | 6.12 | - |
Capital Goods | 11.49 | - |
Services | 9.01 | - |
Construction | 5.02 | 3.56 |
Metals & Mining | 4.08 | - |
Consumer Staples | 10.82 | - |
Financial | 13.25 | - |
Healthcare | 8.83 | - |
Automobile | 6.01 | - |
Insurance | 2.34 | 0 |
Communication | 4.24 | - |
Consumer Discretionary | 3.79 | - |
Chemicals | 6.35 | - |
Technology | 2.25 | - |
Materials | 1.19 | - |
Textiles | 1.47 | - |
Telecom - Services | - | 1.48 |
Petroleum Products | - | 6.27 |
Finance | - | 2.18 |
IT - Software | - | 6.65 |
Banks | - | 16.34 |
Diversified FMCG | - | 0.99 |
Pharmaceuticals & Biotechnology | - | 7.94 |
Non - Ferrous Metals | - | 0.61 |
Healthcare Services | - | 0.5 |
Ferrous Metals | - | 2.82 |
Chemicals & Petrochemicals | - | 4.73 |
Realty | - | 1.12 |
Electrical Equipment | - | 3.01 |
Gas | - | 5.37 |
Automobiles | - | 2.84 |
Fertilizers & Agrochemicals | - | 2.09 |
Agricultural, Commercial & Construction Vehicles | - | 2.12 |
Industrial Products | - | 1.82 |
Consumer Durables | - | 3.36 |
Aerospace & Defense | - | 3.84 |
Auto Components | - | 6.97 |
Cement & Cement Products | - | 3.33 |
Capital Markets | - | 0.63 |
Entertainment | - | 0.78 |
Industrial Manufacturing | - | 0.75 |
Power | - | 1.47 |
Retailing | - | 3.84 |
Beverages | - | 0.99 |
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