Quant Large and Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | Quant Large and Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24534 Cr | ₹3612 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 Sep 2004 | 09 Jan 2007 |
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% | % |
Expense Ratio | 1.61 | 1.9 |
Manager | Harsha Upadhyaya | Sanjeev Sharma |
ISIN Code | INF174K01187 | INF966L01341 |
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 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Month | -2.65% | -3.84% |
6 Month | -13.95% | -19.45% |
1 Year | 3.29% | -8.77% |
3 Year | 16.67% | 17.49% |
5 Year | 20.26% | 24.35% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | -10.11% | -11.8% |
1 Year | -18.22% | -27.21% |
3 Year | 13% | 11.74% |
5 Year | 16.82% | 17.76% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 16.98% | - |
3 Year | 15.39% | - |
5 Year | 14.87% | - |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 14.018% | 16.673% |
Sharp | 0.647% | 0.777% |
Beta | 0.929% | 1.094% |
Alpha | 3.063% | 4.454% |
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Fund Managers
Scheme Name | Kotak Equity Opportunities Fund - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Name | Harsha Upadhyaya | Sanjeev Sharma |
Total AUM | ₹139411 Cr | ₹39731 Cr |
Fund Manage | 11 | 22 |
Kotak Equity Opportunities Fund - Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 4.50905 | 12.41007 |
Large Cap | 54.26021 | 46.43127 |
Mid Cap | 35.22008 | 40.81608 |
Small Cap | 6.01063 | 0.34256 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 3.43838 | 12.41007 |
Communication Services | 2.50163 | 1.79702 |
Energy | 5.76781 | 9.9494 |
Financial Services | 20.63407 | 14.03251 |
Technology | 10.66804 | - |
Consumer Cyclical | 13.42235 | 6.97428 |
Industrials | 16.40802 | 16.06808 |
Consumer Defensive | 1.89238 | 18.28028 |
Healthcare | 8.55966 | 6.81661 |
Basic Materials | 10.2065 | 9.30497 |
Real Estate | 0.86433 | - |
Utilities | 5.6368 | 4.36676 |
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