Kotak Equity Opportunities Fund vs LIC MF Large & Mid Cap Fund compare
Kotak Equity Opportunities Fund - Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹24534 Cr | ₹2916 Cr | ₹2916 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 09 Sep 2004 | 25 Feb 2015 | 25 Feb 2015 |
Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 14.92% | % | 46% |
Expense Ratio | 1.61 | 1.9 | 1.9 |
Manager | Harsha Upadhyaya | Yogesh Patil | Yogesh Patil |
ISIN Code | INF174K01187 | INF767K01NB5 | INF767K01NB5 |
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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 2.89% | 1.81% | 1.81% |
6 Month | -6.78% | -6.26% | -6.26% |
1 Year | 8.64% | 14.85% | 14.85% |
3 Year | 16.95% | 14.76% | 14.76% |
5 Year | 25.92% | 24.19% | 24.19% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | -0.78% | -1.71% | -1.71% |
1 Year | -7.01% | -6.62% | -6.62% |
3 Year | 16.83% | 16.89% | 16.89% |
5 Year | 18.6% | 17.35% | 17.35% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 16.98% | 13.91% | 13.91% |
3 Year | 15.39% | 15.15% | 15.15% |
5 Year | 14.87% | 14.36% | 14.36% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 14.018% | 15.222% | 15.222% |
Sharp | 0.647% | 0.407% | 0.407% |
Beta | 0.929% | 0.962% | 0.962% |
Alpha | 3.063% | -0.018% | -0.018% |
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Fund Managers
Scheme Name | Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Harsha Upadhyaya | Yogesh Patil | Yogesh Patil |
Total AUM | ₹139411 Cr | ₹5898 Cr | ₹5898 Cr |
Funds Managed | 11 | 7 | 7 |
Kotak Equity Opportunities Fund - Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 4.51 | 6.28 | 6.28 |
Large Cap | 54.26 | 40.11 | 40.11 |
Mid Cap | 35.22 | 36.45 | 36.45 |
Small Cap | 6.01 | 17.15 | 17.15 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 3.44 | 3.86 | 3.86 |
Communication Services | 2.5 | 1.74 | 1.74 |
Energy | 5.77 | 3.14 | 3.14 |
Financial Services | 20.63 | 24.53 | 24.53 |
Technology | 10.67 | 6.14 | 6.14 |
Consumer Cyclical | 13.42 | 16.41 | 16.41 |
Industrials | 16.41 | 22.2 | 22.2 |
Consumer Defensive | 1.89 | 2.77 | 2.77 |
Healthcare | 8.56 | 6.48 | 6.48 |
Basic Materials | 10.21 | 9.16 | 9.16 |
Real Estate | 0.86 | 1.16 | 1.16 |
Utilities | 5.64 | 2.41 | 2.41 |
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