SBI Large & MIDCap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24534 Cr | ₹28677 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 Sep 2004 | 25 May 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% | 25% |
Expense Ratio | 1.61 | 1.61 |
Manager | Harsha Upadhyaya | Pradeep Kesavan |
ISIN Code | INF174K01187 | INF200K01305 |
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 | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Month | 1.09% | 0.67% |
6 Month | -4.64% | -2.4% |
1 Year | 4.6% | 8.77% |
3 Year | 17.75% | 16.38% |
5 Year | 25.4% | 26.93% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | 0.32% | 1.21% |
1 Year | -6.52% | -1.46% |
3 Year | 17.07% | 16.3% |
5 Year | 18.65% | 18.95% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Year | 16.98% | 14.74% |
3 Year | 15.39% | 14.69% |
5 Year | 14.87% | 14.88% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Standard Deviation | 14.018% | 11.75% |
Sharp | 0.647% | 0.65% |
Beta | 0.929% | 0.84% |
Alpha | 3.063% | 0.73% |
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Fund Managers
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Name | Harsha Upadhyaya | Pradeep Kesavan |
Total AUM | ₹139411 Cr | ₹434274 Cr |
Funds Managed | 11 | 43 |
Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 4.51 | 7.11 |
Large Cap | 54.26 | 40.15 |
Mid Cap | 35.22 | 35.86 |
Small Cap | 6.01 | 16.88 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 3.44 | 6.15 |
Communication Services | 2.5 | 3 |
Energy | 5.77 | 3.33 |
Financial Services | 20.63 | 26.38 |
Technology | 10.67 | 7.31 |
Consumer Cyclical | 13.42 | 11.6 |
Industrials | 16.41 | 10 |
Consumer Defensive | 1.89 | 5.56 |
Healthcare | 8.56 | 10.94 |
Basic Materials | 10.21 | 13.6 |
Real Estate | 0.86 | - |
Utilities | 5.64 | 2.14 |
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