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Mahindra Manulife Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24534 Cr | ₹2420 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Sep 2004 | 31 Dec 2019 |
| 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% | 119% |
| Expense Ratio | 1.61 | 1.96 |
| Manager | Harsha Upadhyaya | Abhinav Khandelwal |
| ISIN Code | INF174K01187 | INF174V01911 |
| 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 | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.43% | 4.18% |
| 6 Month | -11.89% | -13.9% |
| 1 Year | 10.57% | 1.51% |
| 3 Year | 17.59% | 13.47% |
| 5 Year | 27.81% | 27.55% |
SIP Return Analysis
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.18% | -4.82% |
| 1 Year | -8.56% | -14.08% |
| 3 Year | 16.86% | 12.78% |
| 5 Year | 18.95% | 17.11% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.98% | 27.08% |
| 3 Year | 15.39% | 23.63% |
| 5 Year | 14.87% | 20.22% |
Risk Management
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.018% | 13.32% |
| Sharp | 0.647% | 0.43% |
| Beta | 0.929% | 0.95% |
| Alpha | 3.063% | -2.32% |
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Fund Managers
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Abhinav Khandelwal |
| Total AUM | ₹139411 Cr | ₹5522 Cr |
| Funds Managed | 11 | 5 |
| Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.51 | 2.94 |
| Large Cap | 54.26 | 42.67 |
| Mid Cap | 35.22 | 38.33 |
| Small Cap | 6.01 | 16.06 |
Sector Allocation
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.44 | 3.46 |
| Communication Services | 2.5 | 4.01 |
| Energy | 5.77 | 6.73 |
| Financial Services | 20.63 | 30.22 |
| Technology | 10.67 | 9.16 |
| Consumer Cyclical | 13.42 | 15.51 |
| Industrials | 16.41 | 8 |
| Consumer Defensive | 1.89 | 4.88 |
| Healthcare | 8.56 | 9.51 |
| Basic Materials | 10.21 | 6.5 |
| Real Estate | 0.86 | - |
| Utilities | 5.64 | 2.03 |
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