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) | ₹1553 Cr | ₹25034 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Feb 2024 | 09 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 | 2.06 | 1.59 |
| Manager | Nimesh Chandan | Harsha Upadhyaya |
| ISIN Code | INF0QA701730 | INF174K01187 |
| Exits Load | Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| 1 Month | -3.56% | -5.97% |
| 6 Month | -3.07% | -5.84% |
| 1 Year | - | 15.33% |
| 3 Year | - | 16.46% |
| 5 Year | - | 18.73% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 1.74% |
| 3 Year | - | 19.99% |
| 5 Year | - | 21.22% |
| 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 | 1.9 | 2.23 |
| Large Cap | 54.44 | 55.98 |
| Mid Cap | 35.86 | 36.35 |
| Small Cap | 7.8 | 5.48 |
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| Others | 1.9 | 2.23 |
| Petroleum Products | 2.67 | 5 |
| Electrical Equipment | 2.19 | 3.11 |
| Finance | 6 | 2.42 |
| IT - Software | 6.09 | 9.1 |
| Transport Services | 2.53 | - |
| Construction | 2.07 | 3.49 |
| Diversified FMCG | 5.92 | 0.91 |
| Banks | 12.55 | 17.09 |
| Pharmaceuticals & Biotechnology | 17.52 | 8.04 |
| Leisure Services | 3.04 | - |
| Consumer Durables | 6.35 | 2.96 |
| Realty | 2.43 | 1.26 |
| Auto Components | 3.6 | 6.2 |
| Telecom - Services | 3.92 | 1.58 |
| Insurance | 2.59 | - |
| Entertainment | 0.48 | 0.72 |
| Agricultural Food & other Products | 1.46 | - |
| Industrial Products | 1.36 | 1.54 |
| Food Products | 0.44 | - |
| Chemicals & Petrochemicals | 1.57 | 4.78 |
| Cement & Cement Products | 1.93 | 3.32 |
| Consumable Fuels | 1.25 | - |
| Personal Products | 1.16 | - |
| Fertilizers & Agrochemicals | 1.89 | 2 |
| Retailing | 2.06 | 3.8 |
| Beverages | 1.51 | 0.98 |
| Capital Markets | 1.32 | 1.54 |
| Textiles & Apparels | 1.69 | - |
| Transport Infrastructure | 0.51 | - |
| Non - Ferrous Metals | - | 0.6 |
| Healthcare Services | - | 0.57 |
| Gas | - | 4.63 |
| Automobiles | - | 2.6 |
| Agricultural, Commercial & Construction Vehicles | - | 1.78 |
| Aerospace & Defense | - | 3.66 |
| Industrial Manufacturing | - | 0.68 |
| Ferrous Metals | - | 1.91 |
| Power | - | 1.54 |
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