Kotak Equity Opportunities Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Kotak Equity Opportunities Fund - Growth
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24534 Cr | ₹2420 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 Sep 2004 | 31 Dec 2019 |
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% | 119% |
Expense Ratio | 1.61 | 1.96 |
Manager | Harsha Upadhyaya | Abhinav Khandelwal |
ISIN Code | INF174K01187 | INF174V01911 |
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 | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - 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 | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.28% | 5.19% |
6 Month | -4.57% | -4.91% |
1 Year | 8.29% | 2.33% |
3 Year | 17.71% | 14.12% |
5 Year | 25.62% | 25.96% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -0.78% | -1.16% |
1 Year | -7.01% | -9.39% |
3 Year | 16.83% | 13.83% |
5 Year | 18.6% | 17.25% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.98% | 27.08% |
3 Year | 15.39% | 23.63% |
5 Year | 14.87% | 20.22% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.018% | 13.32% |
Sharp | 0.647% | 0.4% |
Beta | 0.929% | 0.95% |
Alpha | 3.063% | -2.87% |
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Fund Managers
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Abhinav Khandelwal |
Total AUM | ₹139411 Cr | ₹5522 Cr |
Funds Managed | 11 | 5 |
Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.51 | 5.82 |
Large Cap | 54.26 | 45.11 |
Mid Cap | 35.22 | 35.71 |
Small Cap | 6.01 | 13.36 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.44 | 5.81 |
Communication Services | 2.5 | 5.06 |
Energy | 5.77 | 3.96 |
Financial Services | 20.63 | 31.63 |
Technology | 10.67 | 8.07 |
Consumer Cyclical | 13.42 | 15.09 |
Industrials | 16.41 | 6.95 |
Consumer Defensive | 1.89 | 4.11 |
Healthcare | 8.56 | 8.38 |
Basic Materials | 10.21 | 7.55 |
Real Estate | 0.86 | - |
Utilities | 5.64 | 3.39 |
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