Kotak Equity Opportunities Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
Kotak Equity Opportunities Fund - Growth
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
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) | ₹24051 Cr | ₹5842 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 05 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 | 1.6 | 1.82 |
Manager | Harsha Upadhyaya | Aditya Khemani |
ISIN Code | INF174K01187 | INF205K01247 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 |
Scheme Name | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Month | 0.51% | 8.58% |
6 Month | 22.36% | 26.03% |
1 Year | 42.97% | 54.92% |
3 Year | 22.32% | 22.15% |
5 Year | 24.45% | 23.83% |
Scheme Name | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | - | - |
1 Year | 21.44% | 23.32% |
3 Year | 48.52% | 49.74% |
5 Year | 89.46% | 83.53% |
Scheme Name | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 24.77% | 23.29% |
3 Year | 65.21% | 61.3% |
5 Year | 96.96% | 93.66% |
Scheme Name | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Standard Deviation | 11.87% | 12.64% |
Sharp | 1.28% | 1.12% |
Beta | 0.85% | 0.94% |
Alpha | 2.07% | 0.22% |
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Get Free Experts GuidanceScheme Name | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Name | Harsha Upadhyaya | Aditya Khemani |
Total AUM | ₹139411 Cr | ₹12070 Cr |
Fund Manage | 11 | 3 |
Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Large Cap | 54.46 | 47.15 |
Mid Cap | 38.78 | 39.25 |
Small Cap | 5.62 | 7.61 |
Others | 1.07 | 5.99 |
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Banks | 17.07 | - |
Aerospace & Defense | 4.2 | - |
Auto Components | 8.63 | - |
Petroleum Products | 5.8 | - |
Chemicals & Petrochemicals | 5.28 | - |
Retailing | 3.13 | - |
Construction | 3.51 | 6.83 |
Automobiles | 3.26 | - |
Ferrous Metals | 3.24 | - |
Gas | 4.82 | - |
Industrial Products | 2.99 | - |
Electrical Equipment | 3.59 | - |
Pharmaceuticals & Biotechnology | 7.02 | - |
Consumer Durables | 3.44 | - |
IT - Software | 3.83 | - |
Fertilizers & Agrochemicals | 1.73 | - |
Agricultural, Commercial & Construction Vehicles | 2.21 | - |
Cement & Cement Products | 3.53 | - |
Telecom - Services | 1.42 | - |
Power | 1.31 | - |
Realty | 1.17 | - |
Finance | 2.07 | - |
Beverages | 0.9 | - |
Industrial Manufacturing | 0.87 | - |
Diversified FMCG | 0.82 | - |
Entertainment | 0.75 | - |
Insurance | 0.74 | 2.81 |
Others | 1 | 1.48 |
Non - Ferrous Metals | 0.63 | - |
Transport Services | 0.52 | - |
Healthcare Services | 0.45 | - |
Financial | - | 22.74 |
Services | - | 12.88 |
Energy | - | 2.97 |
Healthcare | - | 10.05 |
Technology | - | 4.06 |
Capital Goods | - | 10.53 |
Materials | - | 5.58 |
Consumer Discretionary | - | 5.66 |
Communication | - | 3.12 |
Automobile | - | 5.83 |
Consumer Staples | - | 1.91 |
Metals & Mining | - | 3.55 |
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