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
| 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) | ₹25288 Cr | ₹3002 Cr | ₹3002 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 | ₹500 |
| Launch Date | 05 Sep 2004 | 05 Feb 2015 | 05 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 | 1.59 | 1.91 | 1.91 |
| Manager | Harsha Upadhyaya | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF174K01187 | INF767K01NB5 | INF767K01NB5 |
| 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 12% of the investment,1% will be charged for redemption within 3 months./365 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 |
| 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 | 0.51% | -2.74% | -2.74% |
| 6 Month | 22.36% | 13.92% | 13.92% |
| 1 Year | 42.97% | 42% | 42% |
| 3 Year | 22.32% | 15.67% | 15.67% |
| 5 Year | 24.45% | 19.41% | 19.41% |
| 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 | - | - | - |
| 1 Year | 21.44% | 20.85% | 20.85% |
| 3 Year | 48.52% | 40.07% | 40.07% |
| 5 Year | 89.46% | 73.9% | 73.9% |
| 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 | 16.75% | 13.29% | 13.29% |
| 3 Year | 15.28% | 15.11% | 15.11% |
| 5 Year | 14.76% | 14.01% | 14.01% |
| 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 | 11.87% | 12.59% | 12.59% |
| Sharp | 1.28% | 0.88% | 0.88% |
| Beta | 0.85% | 0.93% | 0.93% |
| Alpha | 2.07% | -0.75% | -0.75% |
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| 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 |
| Fund Manage | 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 |
| 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 | 1.8 | 5.39 | 5.39 |
| Large Cap | 56.41 | 40.58 | 40.58 |
| Mid Cap | 36.67 | 36.85 | 36.85 |
| Small Cap | 5.41 | 17.2 | 17.2 |
| 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 | 1.8 | 1.83 | 1.83 |
| Telecom - Services | 1.54 | - | - |
| Petroleum Products | 5.47 | - | - |
| Finance | 2.28 | - | - |
| IT - Software | 8.08 | - | - |
| Construction | 3.44 | 0.8 | 0.8 |
| 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 | - | - |
| Energy | - | 3.98 | 3.98 |
| Technology | - | 4.09 | 4.09 |
| Financial | - | 27.22 | 27.22 |
| Consumer Staples | - | 3.81 | 3.81 |
| Materials | - | 2.95 | 2.95 |
| Chemicals | - | 3.69 | 3.69 |
| Services | - | 12.7 | 12.7 |
| Automobile | - | 10.06 | 10.06 |
| Capital Goods | - | 18.23 | 18.23 |
| Consumer Discretionary | - | 2.26 | 2.26 |
| Communication | - | 0.96 | 0.96 |
| Healthcare | - | 2.87 | 2.87 |
| Diversified | - | 1.71 | 1.71 |
| Insurance | - | 0.9 | 0.9 |
| Metals & Mining | - | 1.18 | 1.18 |
| Textiles | - | 0.78 | 0.78 |
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