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Kotak Equity Opportunities Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
Kotak Large & Midcap Fund - Growth
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹27655 Cr | ₹8125 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 Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Month | 3.39% | 2.5% |
| 6 Month | 17.53% | 26.16% |
| 1 Year | -0.67% | 6.28% |
| 3 Year | 18.87% | 25.33% |
| 5 Year | 22.08% | 23.87% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 4.14% | 6.38% |
| 1 Year | 11.62% | 21.53% |
| 3 Year | 17.22% | 26.59% |
| 5 Year | 17.89% | 22.88% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 16.03% | 13.56% |
| 3 Year | 15.68% | 14.49% |
| 5 Year | 15.12% | 14.94% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | 13.00% | 12.64% |
| Sharp | 0.81% | 1.14% |
| Beta | 0.92% | 1% |
| Alpha | 3.84% | 5.8% |
Fund Managers
| Scheme Name | Kotak Large & Midcap 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 Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 4.65 | 5.91 |
| Large Cap | 52.88 | 32.05 |
| Mid Cap | 36.9 | 43.01 |
| Small Cap | 5.57 | 19.03 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 1.37 | 0.58 |
| Communication Services | 3.04 | 1.69 |
| Energy | 5.51 | - |
| Financial Services | 23.55 | 27.29 |
| Technology | 8.34 | 5.99 |
| Consumer Cyclical | 14.02 | 20.16 |
| Basic Materials | 12.4 | 4.33 |
| Industrials | 17.45 | 13.09 |
| Consumer Defensive | 1.67 | - |
| Healthcare | 7.29 | 20.02 |
| Real Estate | 0.93 | 6.87 |
| Utilities | 4.43 | - |
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