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

Kotak Equity Opportunities Fund - Growth

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

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)	₹24051 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	1.6	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

Scheme Name	Kotak Equity Opportunities Fund - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	0.51%	6.2%
6 Month	22.36%	30.44%
1 Year	42.97%	48.34%
3 Year	22.32%	23.48%
5 Year	24.45%	25.74%

Scheme Name	Kotak Equity Opportunities Fund - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	21.44%	20.28%
3 Year	48.52%	48.68%
5 Year	89.46%	94.84%

Scheme Name	Kotak Equity Opportunities Fund - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	24.77%	26.93%
3 Year	65.21%	69.55%
5 Year	96.96%	104.13%

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%	1.22%
Beta	0.85%	0.93%
Alpha	2.07%	2.82%

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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

Scheme Name	Kotak Equity Opportunities Fund - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	1.07	1.84
Large Cap	54.46	44.52
Mid Cap	38.78	36.43
Small Cap	5.62	11.62

Scheme Name	Kotak Equity Opportunities Fund - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	1	0.11
Telecom - Services	1.42	4.43
Petroleum Products	5.8	2.77
Finance	2.07	3.75
IT - Software	3.83	9.17
Construction	3.51	2.05
Banks	17.07	22.13
Diversified FMCG	0.82	3.51
Pharmaceuticals & Biotechnology	7.02	7.43
Non - Ferrous Metals	0.63	0.85
Healthcare Services	0.45	1.17
Ferrous Metals	3.24	1.14
Chemicals & Petrochemicals	5.28	0.8
Realty	1.17	1.61
Transport Services	0.52	2.93
Electrical Equipment	3.59	-
Gas	4.82	2.61
Automobiles	3.26	3.96
Fertilizers & Agrochemicals	1.73	1.65
Insurance	0.74	4.7
Agricultural, Commercial & Construction Vehicles	2.21	-
Industrial Products	2.99	-
Consumer Durables	3.44	1.24
Aerospace & Defense	4.2	-
Auto Components	8.63	1.66
Cement & Cement Products	3.53	1.97
Entertainment	0.75	-
Industrial Manufacturing	0.87	-
Power	1.31	1.21
Retailing	3.13	-
Beverages	0.9	-
Diversified Metals	-	1.27
Oil	-	1.32
Capital Markets	-	1.54
Textiles & Apparels	-	2.29
Other Consumer Services	-	0.52
Personal Products	-	1.58
Paper, Forest & Jute Products	-	0.91
Leisure Services	-	2.13