Mirae Asset Large & Midcap Fund vs Kotak Equity Opportunities Fund compare

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon Mirae Asset Large & Midcap 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 Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Fund Kotak Equity Opportunities Fund - Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹24051 Cr ₹37853 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 02 Jul 2010
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% 52%
Expense Ratio 1.6 1.53
Manager Harsha Upadhyaya Neelesh Surana
ISIN Code INF174K01187 INF769K01101
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
1 Month 0.51% 1.35%
6 Month 22.36% 18.56%
1 Year 42.97% 39.12%
3 Year 22.32% 18.2%
5 Year 24.45% 24.42%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 21.44% 15.7%
3 Year 48.52% 36.34%
5 Year 89.46% 76.77%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
1 Year 24.77% 24.69%
3 Year 65.21% 57.55%
5 Year 96.96% 84.17%

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Standard Deviation 11.87% 12.08%
Sharp 1.28% 0.95%
Beta 0.85% 0.91%
Alpha 2.07% -2.47%

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Fund Managers

Scheme Name Kotak Equity Opportunities Fund - Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Name Harsha Upadhyaya Neelesh Surana
Total AUM ₹139411 Cr ₹49127 Cr
Fund Manage 11 2
Kotak Equity Opportunities Fund - Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Equity Opportunities Fund - Growth

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

Others 1.07 1.14
Large Cap 54.46 52.15
Mid Cap 38.78 36.76
Small Cap 5.62 9.94

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

Others 1 0.88
Telecom - Services 1.42 -
Petroleum Products 5.8 -
Finance 2.07 -
IT - Software 3.83 -
Construction 3.51 5.21
Banks 17.07 -
Diversified FMCG 0.82 -
Pharmaceuticals & Biotechnology 7.02 -
Non - Ferrous Metals 0.63 -
Healthcare Services 0.45 -
Ferrous Metals 3.24 -
Chemicals & Petrochemicals 5.28 -
Realty 1.17 -
Transport Services 0.52 -
Electrical Equipment 3.59 -
Gas 4.82 -
Automobiles 3.26 -
Fertilizers & Agrochemicals 1.73 -
Insurance 0.74 1.23
Agricultural, Commercial & Construction Vehicles 2.21 -
Industrial Products 2.99 -
Consumer Durables 3.44 -
Aerospace & Defense 4.2 -
Auto Components 8.63 -
Cement & Cement Products 3.53 -
Entertainment 0.75 -
Industrial Manufacturing 0.87 -
Power 1.31 -
Retailing 3.13 -
Beverages 0.9 -
Energy - 8.68
Technology - 6.48
Materials - 5.78
Consumer Staples - 3.77
Metals & Mining - 2.82
Financial - 24.25
Automobile - 8.26
Healthcare - 9.96
Services - 7.95
Capital Goods - 3.67
Communication - 3.5
Consumer Discretionary - 3.05
Chemicals - 2.47
Diversified - 0.99
Textiles - 1.04

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