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

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Kotak Large & Midcap Fund - Growth

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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 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)	₹27046 Cr	₹7274 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

Scheme Name	Kotak Large & Midcap Fund - Growth	INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Month	3.61%	3.99%
6 Month	2.66%	3.34%
1 Year	2.44%	12.27%
3 Year	24.12%	29.59%
5 Year	24.26%	25.66%

Scheme Name	Kotak Large & Midcap Fund - Growth	INVESCO INDIA LARGE & MID CAP FUND - Growth
6 Month	11.19%	13.34%
1 Year	13.36%	21.5%
3 Year	20.23%	28.37%
5 Year	20.1%	24%

Scheme Name	Kotak Large & Midcap Fund - Growth	INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Year	16.44%	13.54%
3 Year	15.54%	14.39%
5 Year	15.02%	14.88%

Scheme Name	Kotak Large & Midcap Fund - Growth	INVESCO INDIA LARGE & MID CAP FUND - Growth
Standard Deviation	13.65%	15.13%
Sharp	1.21%	1.42%
Beta	0.93%	0.99%
Alpha	3.99%	8.21%

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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

Scheme Name	Kotak Large & Midcap Fund - Growth	INVESCO INDIA LARGE & MID CAP FUND - Growth
Others	3.73	0.58
Large Cap	55.41	35.08
Mid Cap	35.34	43.02
Small Cap	5.52	21.32

Scheme Name	Kotak Large & Midcap Fund - Growth	INVESCO INDIA LARGE & MID CAP FUND - Growth
Others	2.58	0.58
Communication Services	3.14	-
Energy	5.97	-
Financial Services	23.82	-
Technology	8.77	-
Consumer Cyclical	12.32	-
Industrials	17.25	-
Consumer Defensive	1.74	-
Healthcare	7.34	-
Basic Materials	10.61	-
Real Estate	0.95	-
Utilities	5.5	-
Telecom - Services	-	1.83
Retailing	-	14.58
Healthcare Services	-	8.71
Realty	-	7.41
Insurance	-	4.45
Banks	-	9.55
Consumer Durables	-	5.01
Leisure Services	-	1.74
IT - Software	-	5.61
Industrial Products	-	4.62
Electrical Equipment	-	3
Capital Markets	-	7.52
Finance	-	7.39
Ferrous Metals	-	0.89
Auto Components	-	1.15
Automobiles	-	2.02
Pharmaceuticals & Biotechnology	-	4.62
Transport Services	-	4.86
Cement & Cement Products	-	3.11
Industrial Manufacturing	-	1.35