Kotak Equity Opportunities Fund vs SBI Large & MIDCap Fund compare
Kotak Equity Opportunities Fund - Growth
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24534 Cr | ₹28677 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 Sep 2004 | 25 May 2005 |
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% | 25% |
Expense Ratio | 1.61 | 1.61 |
Manager | Harsha Upadhyaya | Pradeep Kesavan |
ISIN Code | INF174K01187 | INF200K01305 |
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 | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Month | 6.38% | 4.79% |
6 Month | -13.27% | -9.93% |
1 Year | 5.8% | 8.53% |
3 Year | 15.74% | 15.24% |
5 Year | 27.09% | 28.64% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | -5.15% | -2.81% |
1 Year | -10.38% | -3.96% |
3 Year | 16.52% | 15.87% |
5 Year | 18.71% | 19.22% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Year | 16.98% | 14.74% |
3 Year | 15.39% | 14.69% |
5 Year | 14.87% | 14.88% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Standard Deviation | 14.018% | 11.75% |
Sharp | 0.647% | 0.69% |
Beta | 0.929% | 0.85% |
Alpha | 3.063% | 1.2% |
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Fund Managers
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Name | Harsha Upadhyaya | Pradeep Kesavan |
Total AUM | ₹139411 Cr | ₹434274 Cr |
Funds Managed | 11 | 43 |
Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 4.51 | 6.69 |
Large Cap | 54.26 | 39.72 |
Mid Cap | 35.22 | 35.36 |
Small Cap | 6.01 | 18.23 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 3.44 | 5.57 |
Communication Services | 2.5 | 3.27 |
Energy | 5.77 | 3.35 |
Financial Services | 20.63 | 24.7 |
Technology | 10.67 | 8.74 |
Consumer Cyclical | 13.42 | 12.56 |
Industrials | 16.41 | 10.81 |
Consumer Defensive | 1.89 | 7 |
Healthcare | 8.56 | 9.85 |
Basic Materials | 10.21 | 11.76 |
Real Estate | 0.86 | - |
Utilities | 5.64 | 2.4 |
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