Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Kotak Equity Opportunities Fund - Growth

Invest Now

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

Invest Now

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) ₹24534 Cr ₹4047 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 09 Sep 2004 30 Jul 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 1.61 1.9
Manager Harsha Upadhyaya V Srivatsa
ISIN Code INF174K01187 INF789F01869
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 UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 3.28% 3.76%
6 Month -4.57% -3.44%
1 Year 8.29% 14.21%
3 Year 17.71% 21.11%
5 Year 25.62% 29.73%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month -0.78% -0.62%
1 Year -7.01% -3.64%
3 Year 16.83% 20.75%
5 Year 18.6% 21.85%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 16.98% 9.5%
3 Year 15.39% 9.15%
5 Year 14.87% 10.86%

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 14.018% 12.33%
Sharp 0.647% 0.81%
Beta 0.929% 0.92%
Alpha 3.063% 3.15%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 4.51 5.62
Large Cap 54.26 44.64
Mid Cap 35.22 37.19
Small Cap 6.01 12.55

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

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

Others 3.44 3.44
Communication Services 2.5 6.29
Energy 5.77 2.44
Financial Services 20.63 33.25
Technology 10.67 8.04
Consumer Cyclical 13.42 11.34
Industrials 16.41 6.02
Consumer Defensive 1.89 6.43
Healthcare 8.56 6.82
Basic Materials 10.21 11.45
Real Estate 0.86 2.42
Utilities 5.64 2.07

Top Comparisons

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns7.52%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns7.65%

Compare Now

HDFC Short Term  Debt Fund - Growth Option HDFC Short Term Debt Fund - Growth Option

3Y Returns7.33%

VS

Axis Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.12%

Compare Now

DSP Global Innovation Fund of Fund - Regular - Growth DSP Global Innovation Fund of Fund - Regular - Growth

3Y Returns11.68%

VS

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns7.08%

Compare Now

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns15.11%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns12.56%

Compare Now
Add to Cart Successfully