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 | 6.68% | 5.56% |
6 Month | -10.97% | -9.26% |
1 Year | 5.35% | 8.85% |
3 Year | 15.97% | 15.51% |
5 Year | 27.91% | 28.81% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | -5.15% | -2.81% |
1 Year | -10.38% | -3.96% |
3 Year | 16.52% | 15.87% |
5 Year | 18.71% | 19.22% |
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% | 0.69% |
Beta | 0.929% | 0.85% |
Alpha | 3.063% | 1.2% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 7.09 |
Large Cap | 54.26 | 40.14 |
Mid Cap | 35.22 | 35.89 |
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 | 7.09 |
Communication Services | 2.5 | - |
Energy | 5.77 | - |
Financial Services | 20.63 | - |
Technology | 10.67 | - |
Consumer Cyclical | 13.42 | - |
Industrials | 16.41 | - |
Consumer Defensive | 1.89 | - |
Healthcare | 8.56 | - |
Basic Materials | 10.21 | - |
Real Estate | 0.86 | - |
Utilities | 5.64 | - |
Petroleum Products | - | 3.33 |
IT - Software | - | 6.35 |
Pharmaceuticals & Biotechnology | - | 11.31 |
Industrial Manufacturing | - | 1.36 |
Cement & Cement Products | - | 4.33 |
Construction | - | 2.19 |
Diversified FMCG | - | 1.6 |
Non - Ferrous Metals | - | 2.85 |
Banks | - | 20.85 |
Auto Components | - | 5.35 |
Ferrous Metals | - | 2.34 |
Personal Products | - | 2.32 |
Telecom - Services | - | 3 |
Capital Markets | - | 2.53 |
Consumer Durables | - | 4.84 |
Chemicals & Petrochemicals | - | 0.87 |
Transport Services | - | 0.68 |
Finance | - | 3 |
Industrial Products | - | 1.31 |
Agricultural, Commercial & Construction Vehicles | - | 2.1 |
Gas | - | 0.3 |
Retailing | - | 0.78 |
Food Products | - | 0.54 |
Automobiles | - | 1.12 |
Healthcare Services | - | 0.55 |
Beverages | - | 1.1 |
Textiles & Apparels | - | 2.25 |
Leisure Services | - | 1.93 |
Power | - | 1.83 |
Top Comparisons
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
3Y Returns8.17%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns22.28%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns15.25%
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
Invesco India Financial Services Fund - Retail Growth
3Y Returns17.29%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
Franklin India Feeder - Templeton European Opportunities Fund - Growth
3Y Returns4.2%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns7.65%