Kotak Equity Opportunities Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

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Chart Comparison

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

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) ₹25288 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 1.59 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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Month -6.19% -6.02%
6 Month 3.5% 12.07%
1 Year 31.04% 39.02%
3 Year 18.03% 19.27%
5 Year 20.8% 20.19%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
6 Month - -
1 Year 22.99% 30.48%
3 Year 26.04% 30.28%
5 Year 24.66% 25.61%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Year 16.73% 13.29%
3 Year 15.24% 14.17%
5 Year 14.7% 14.63%

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
Standard Deviation 11.87% 12.64%
Sharp 1.28% 0.92%
Beta 0.85% 0.97%
Alpha 2.07% 2.17%

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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
Fund Manage 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 1.8 5.99
Large Cap 56.41 47.15
Mid Cap 36.67 39.25
Small Cap 5.41 7.61

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

INVESCO INDIA LARGE & MID CAP FUND - Growth

Others 1.8 1.48
Telecom - Services 1.54 -
Petroleum Products 5.47 -
Finance 2.28 -
IT - Software 8.08 -
Construction 3.44 6.83
Banks 16.27 -
Diversified FMCG 1.02 -
Pharmaceuticals & Biotechnology 7.92 -
Non - Ferrous Metals 0.64 -
Healthcare Services 0.54 -
Ferrous Metals 2.81 -
Chemicals & Petrochemicals 4.93 -
Realty 1.16 -
Electrical Equipment 3.13 -
Gas 5.09 -
Automobiles 2.89 -
Fertilizers & Agrochemicals 1.92 -
Agricultural, Commercial & Construction Vehicles 1.9 -
Industrial Products 1.63 -
Consumer Durables 3.31 -
Aerospace & Defense 3.53 -
Auto Components 6.54 -
Cement & Cement Products 3.37 -
Capital Markets 1.08 -
Entertainment 0.76 -
Industrial Manufacturing 0.69 -
Power 1.48 -
Retailing 4.04 -
Beverages 1.03 -
Communication - 3.12
Materials - 5.58
Healthcare - 10.05
Insurance - 2.81
Services - 12.88
Financial - 22.74
Capital Goods - 10.53
Consumer Staples - 1.91
Metals & Mining - 3.55
Technology - 4.06
Consumer Discretionary - 5.66
Automobile - 5.83
Energy - 2.97

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