Kotak Equity Opportunities Fund vs LIC MF Large & Mid Cap Fund compare

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Kotak Equity Opportunities Fund - Growth

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LIC MF Large & Mid Cap Fund Regular-Growth

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LIC MF Large & Mid Cap Fund-Regular Plan-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	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

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	7.39%	8.9%	8.9%
6 Month	-12.11%	-11.33%	-11.33%
1 Year	8.57%	15.28%	15.28%
3 Year	16.59%	14.12%	14.12%
5 Year	26.67%	24.47%	24.47%

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	-5.15%	-5.06%	-5.06%
1 Year	-10.38%	-7.71%	-7.71%
3 Year	16.52%	17.01%	17.01%
5 Year	18.71%	17.77%	17.77%

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%

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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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

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

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