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
Chart Comparison
| 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 |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.51% | -5.17% |
| 6 Month | 22.36% | 15.14% |
| 1 Year | 42.97% | 47.19% |
| 3 Year | 22.32% | 20.63% |
| 5 Year | 24.45% | 24.12% |
| 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 | 16.75% | 9.07% |
| 3 Year | 15.28% | 8.85% |
| 5 Year | 14.76% | 10.57% |
| 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% | 1.18% |
| Beta | 0.85% | 0.93% |
| Alpha | 2.07% | 3.01% |
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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 | 1.8 | 1.84 |
| Large Cap | 56.41 | 44.52 |
| Mid Cap | 36.67 | 36.43 |
| Small Cap | 5.41 | 11.62 |
| 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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