INVESCO INDIA LARGE & MID CAP FUND vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24534 Cr | ₹6250 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 Sep 2004 | 09 Aug 2007 |
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% | 73% |
Expense Ratio | 1.61 | 1.8 |
Manager | Harsha Upadhyaya | Aditya Khemani |
ISIN Code | INF174K01187 | INF205K01247 |
Exits Load | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Large & Mid 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 | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Month | 2.89% | 4.92% |
6 Month | -6.78% | -3.61% |
1 Year | 8.64% | 20.22% |
3 Year | 16.95% | 21.18% |
5 Year | 25.92% | 26.45% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | -0.78% | 0.03% |
1 Year | -7.01% | 0.04% |
3 Year | 16.83% | 23.85% |
5 Year | 18.6% | 21.56% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 16.98% | 13.52% |
3 Year | 15.39% | 14.27% |
5 Year | 14.87% | 14.77% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Standard Deviation | 14.018% | 12.64% |
Sharp | 0.647% | 0.76% |
Beta | 0.929% | 0.97% |
Alpha | 3.063% | 2.95% |
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Fund Managers
Scheme Name | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Name | Harsha Upadhyaya | Aditya Khemani |
Total AUM | ₹139411 Cr | ₹12070 Cr |
Funds Managed | 11 | 3 |
Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 4.51 | 3.8 |
Large Cap | 54.26 | 35.92 |
Mid Cap | 35.22 | 42.59 |
Small Cap | 6.01 | 17.69 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 3.44 | 2.01 |
Communication Services | 2.5 | 1.79 |
Energy | 5.77 | - |
Financial Services | 20.63 | 27.11 |
Technology | 10.67 | 7.63 |
Consumer Cyclical | 13.42 | 23.58 |
Industrials | 16.41 | 10.18 |
Consumer Defensive | 1.89 | 2.23 |
Healthcare | 8.56 | 14.39 |
Basic Materials | 10.21 | 4.56 |
Real Estate | 0.86 | 6.51 |
Utilities | 5.64 | - |
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