Kotak Equity Opportunities Fund vs UTI Large & Mid Cap Fund compare

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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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 UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund Kotak Equity Opportunities Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹25288 Cr ₹3441 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 01 Aug 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% 32%
Expense Ratio 1.59 2.01
Manager Harsha Upadhyaya V Srivatsa
ISIN Code INF174K01187 INF789F01869
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 of 1% if redeemed less than 1 year/365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month -6.63% -6.23%
6 Month 3.02% 10.11%
1 Year 30.43% 35.24%
3 Year 17.81% 18.65%
5 Year 20.66% 22.94%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 22.99% 28.07%
3 Year 26.04% 29.28%
5 Year 24.66% 27.75%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 16.73% 9.13%
3 Year 15.24% 8.77%
5 Year 14.7% 10.7%

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 11.87% 12.33%
Sharp 1.28% 0.99%
Beta 0.85% 0.93%
Alpha 2.07% 3.01%

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Fund Managers

Scheme Name Kotak Equity Opportunities Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name Harsha Upadhyaya V Srivatsa
Total AUM ₹139411 Cr ₹7921 Cr
Fund Manage 11 3
Kotak Equity Opportunities Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Equity Opportunities Fund - Growth

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 1.8 1.84
Large Cap 56.41 44.52
Mid Cap 36.67 36.43
Small Cap 5.41 11.62

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 1.8 0.11
Telecom - Services 1.54 4.43
Petroleum Products 5.47 2.77
Finance 2.28 3.75
IT - Software 8.08 9.17
Construction 3.44 2.05
Banks 16.27 22.13
Diversified FMCG 1.02 3.51
Pharmaceuticals & Biotechnology 7.92 7.43
Non - Ferrous Metals 0.64 0.85
Healthcare Services 0.54 1.17
Ferrous Metals 2.81 1.14
Chemicals & Petrochemicals 4.93 0.8
Realty 1.16 1.61
Electrical Equipment 3.13 -
Gas 5.09 2.61
Automobiles 2.89 3.96
Fertilizers & Agrochemicals 1.92 1.65
Agricultural, Commercial & Construction Vehicles 1.9 -
Industrial Products 1.63 -
Consumer Durables 3.31 1.24
Aerospace & Defense 3.53 -
Auto Components 6.54 1.66
Cement & Cement Products 3.37 1.97
Capital Markets 1.08 1.54
Entertainment 0.76 -
Industrial Manufacturing 0.69 -
Power 1.48 1.21
Retailing 4.04 -
Beverages 1.03 -
Transport Services - 2.93
Insurance - 4.7
Diversified Metals - 1.27
Oil - 1.32
Textiles & Apparels - 2.29
Other Consumer Services - 0.52
Personal Products - 1.58
Paper, Forest & Jute Products - 0.91
Leisure Services - 2.13

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