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Kotak Equity Opportunities Fund vs Quant Large and Mid Cap Fund compare

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon Quant Large and 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 Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth
Fund Kotak Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹24534 Cr ₹3612 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 09 Sep 2004 09 Jan 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% %
Expense Ratio 1.61 1.9
Manager Harsha Upadhyaya Sanjeev Sharma
ISIN Code INF174K01187 INF966L01341
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 Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth
1 Month -2.65% -3.84%
6 Month -13.95% -19.45%
1 Year 3.29% -8.77%
3 Year 16.67% 17.49%
5 Year 20.26% 24.35%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth
6 Month -10.11% -11.8%
1 Year -18.22% -27.21%
3 Year 13% 11.74%
5 Year 16.82% 17.76%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth
1 Year 16.98% -
3 Year 15.39% -
5 Year 14.87% -

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth
Standard Deviation 14.018% 16.673%
Sharp 0.647% 0.777%
Beta 0.929% 1.094%
Alpha 3.063% 4.454%

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Fund Managers

Scheme Name Kotak Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth
Name Harsha Upadhyaya Sanjeev Sharma
Total AUM ₹139411 Cr ₹39731 Cr
Fund Manage 11 22
Kotak Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth

Market Cap

Scheme Name

Kotak Equity Opportunities Fund - Growth

Quant Large and Mid Cap Fund-Growth

Others 4.50905 12.41007
Large Cap 54.26021 46.43127
Mid Cap 35.22008 40.81608
Small Cap 6.01063 0.34256

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

Quant Large and Mid Cap Fund-Growth

Others 3.43838 12.41007
Communication Services 2.50163 1.79702
Energy 5.76781 9.9494
Financial Services 20.63407 14.03251
Technology 10.66804 -
Consumer Cyclical 13.42235 6.97428
Industrials 16.40802 16.06808
Consumer Defensive 1.89238 18.28028
Healthcare 8.55966 6.81661
Basic Materials 10.2065 9.30497
Real Estate 0.86433 -
Utilities 5.6368 4.36676

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