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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
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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