Kotak Equity Opportunities Fund vs ICICI Prudential Large & Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Large & Mid Cap Fund - Growth

Invest Now

tortoise-icon Kotak Equity Opportunities Fund - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Kotak Equity Opportunities Fund - Growth
Fund ICICI Prudential Large & Mid Cap Fund - Growth Kotak Equity Opportunities Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹17120 Cr ₹25034 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 09 Jul 1998 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 55% 14.92%
Expense Ratio 1.7 1.59
Manager Sharmila D'mello Harsha Upadhyaya
ISIN Code INF109K01431 INF174K01187
Exits Load ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 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

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Kotak Equity Opportunities Fund - Growth
1 Month 0.05% 2.18%
6 Month 0.95% -0.21%
1 Year 21.81% 25.63%
3 Year 21.21% 20.46%
5 Year 22.78% 21.24%

SIP Return Analysis

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Kotak Equity Opportunities Fund - Growth
6 Month - -
1 Year 10.4% 15.46%
3 Year 24.11% 24.64%
5 Year 26.07% 24.02%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Kotak Equity Opportunities Fund - Growth
1 Year 15.65% 16.73%
3 Year 15.32% 15.24%
5 Year 15.5% 14.7%

Risk Management

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Kotak Equity Opportunities Fund - Growth
Standard Deviation 12.05% 11.87%
Sharp 1.5% 1.28%
Beta 0.84% 0.85%
Alpha 5.43% 2.07%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Kotak Equity Opportunities Fund - Growth
Name Sharmila D'mello Harsha Upadhyaya
Total AUM ₹354743 Cr ₹139411 Cr
Fund Manage 35 11
ICICI Prudential Large & Mid Cap Fund - Growth Kotak Equity Opportunities Fund - Growth

Market Cap

Scheme Name

ICICI Prudential Large & Mid Cap Fund - Growth

Kotak Equity Opportunities Fund - Growth

Others 1.89 2.23
Large Cap 50.21 55.98
Mid Cap 37.07 36.35
Small Cap 8.28 5.48

Sector Allocation

Scheme Name

ICICI Prudential Large & Mid Cap Fund - Growth

Kotak Equity Opportunities Fund - Growth

Others 1.89 2.23
Petroleum Products 4.4 5
IT - Software 4.8 9.1
Cement & Cement Products 5.36 3.32
Pharmaceuticals & Biotechnology 5.9 8.04
Personal Products 1.11 -
Construction 4.04 3.49
Finance 7.94 2.42
Consumer Durables 1.17 2.96
Diversified FMCG 1.68 0.91
Non - Ferrous Metals 0.34 0.6
Banks 13.79 17.09
Chemicals & Petrochemicals 1.08 4.78
Automobiles 8.6 2.6
Auto Components 4.79 6.2
Ferrous Metals 0.71 1.91
Realty 1.22 1.26
Transport Services 1.97 -
Retailing 3.88 3.8
Diversified Metals 1.32 -
Industrial Products 3.01 1.54
Oil 0.59 -
Food Products 0.66 -
Entertainment 1.22 0.72
Telecom - Services 0.72 1.58
Healthcare Services 1.38 0.57
Leisure Services 0.42 -
Diversified 0.26 -
Insurance 2.41 -
Minerals & Mining 0.13 -
Fertilizers & Agrochemicals 2.81 2
Beverages 2.25 0.98
Power 2.12 1.54
Textiles & Apparels 2.22 -
Gas 1.26 4.63
Electrical Equipment - 3.11
Agricultural, Commercial & Construction Vehicles - 1.78
Aerospace & Defense - 3.66
Capital Markets - 1.54
Industrial Manufacturing - 0.68

Top Comparisons

LIC MF Bond Fund-Regular Plan-Growth LIC MF Bond Fund-Regular Plan-Growth

3Y Returns5.99%

VS

UTI Medium to Long Duration Fund- Regular Plan - Growth UTI Medium to Long Duration Fund- Regular Plan - Growth

3Y Returns8.11%

Compare Now

HDFC Dynamic Debt Fund - Growth Option HDFC Dynamic Debt Fund - Growth Option

3Y Returns5.44%

VS

360 ONE Dynamic Bond Fund Regular-Growth 360 ONE Dynamic Bond Fund Regular-Growth

3Y Returns6.42%

Compare Now

HDFC Dynamic PE Ratio Fund of Funds - Growth Option HDFC Dynamic PE Ratio Fund of Funds - Growth Option

3Y Returns14.31%

VS

Tata Gold ETF Fund of Fund - Regular (G) Tata Gold ETF Fund of Fund - Regular (G)

3Y Returns0%

Compare Now

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns7.2%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns7.07%

Compare Now
Request call back
Add to Cart Successfully