Mirae Asset Large & Midcap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹24534 Cr | ₹36514 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 Sep 2004 | 09 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 | 1.61 | 1.54 |
Manager | Harsha Upadhyaya | Neelesh Surana |
ISIN Code | INF174K01187 | INF769K01101 |
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 | Mirae Asset Large & Midcap 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 | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -4.14% | -4.81% |
6 Month | -12.04% | -13.49% |
1 Year | 6.97% | 1.24% |
3 Year | 16.22% | 11.53% |
5 Year | 17.43% | 17.05% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -10.86% | -12.39% |
3 Year | 15.27% | 11.61% |
5 Year | 18.54% | 15.94% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.98% | 16.21% |
3 Year | 15.39% | 20.67% |
5 Year | 14.87% | 21.41% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.326% | 13.648% |
Sharp | 0.783% | 0.438% |
Beta | 0.915% | 0.953% |
Alpha | 3.302% | -1.435% |
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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 | 2.23 | 0.79 |
Large Cap | 55.98 | 51.45 |
Mid Cap | 36.35 | 36.21 |
Small Cap | 5.48 | 11.6 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.23 | 0.79 |
Telecom - Services | 1.58 | 4.15 |
Petroleum Products | 5 | 2.82 |
Finance | 2.42 | 3.39 |
IT - Software | 9.1 | 7.78 |
Construction | 3.49 | 3.15 |
Banks | 17.09 | 19.73 |
Diversified FMCG | 0.91 | 1.01 |
Pharmaceuticals & Biotechnology | 8.04 | 6.67 |
Non - Ferrous Metals | 0.6 | 0.96 |
Healthcare Services | 0.57 | 1.86 |
Chemicals & Petrochemicals | 4.78 | 1.66 |
Realty | 1.26 | 1.32 |
Electrical Equipment | 3.11 | - |
Gas | 4.63 | 2.5 |
Automobiles | 2.6 | 3.56 |
Fertilizers & Agrochemicals | 2 | - |
Agricultural, Commercial & Construction Vehicles | 1.78 | - |
Industrial Products | 1.54 | 3.2 |
Consumer Durables | 2.96 | 5.39 |
Aerospace & Defense | 3.66 | 1.26 |
Auto Components | 6.2 | 3.66 |
Cement & Cement Products | 3.32 | 2.09 |
Capital Markets | 1.54 | 1.39 |
Entertainment | 0.72 | - |
Industrial Manufacturing | 0.68 | - |
Ferrous Metals | 1.91 | 2.53 |
Power | 1.54 | 1.82 |
Retailing | 3.8 | 3 |
Beverages | 0.98 | 0.22 |
Insurance | - | 3.15 |
Transport Services | - | 4.01 |
IT - Services | - | 0.53 |
Diversified Metals | - | 1.42 |
Oil | - | 0.65 |
Financial Technology (Fintech) | - | 2.31 |
Consumable Fuels | - | 0.87 |
Minerals & Mining | - | 0.27 |
Textiles & Apparels | - | 0.93 |
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