SBI Large & MIDCap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
Invest NowSBI Large & MIDCap Fund- Regular Plan -Growth
Invest NowChart Comparison
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) | ₹24051 Cr | ₹25613 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 05 Sep 2004 | 28 Feb 1993 |
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 | 1.6 | 1.62 |
Manager | Harsha Upadhyaya | Pradeep Kesavan |
ISIN Code | INF174K01187 | INF200K01305 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 | Exit load of 0.10% if redeemed within 30 days./365 |
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Month | 0.51% | 4.75% |
6 Month | 22.36% | 22.89% |
1 Year | 42.97% | 33.17% |
3 Year | 22.32% | 20.4% |
5 Year | 24.45% | 24.24% |
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | - | - |
1 Year | 21.44% | 15.66% |
3 Year | 48.52% | 38.91% |
5 Year | 89.46% | 82.14% |
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Year | 24.77% | 24.32% |
3 Year | 65.21% | 62.63% |
5 Year | 96.96% | 88.93% |
Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Standard Deviation | 11.87% | 11.75% |
Sharp | 1.28% | 1.11% |
Beta | 0.85% | 0.87% |
Alpha | 2.07% | 1.31% |
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Get Free Experts GuidanceScheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Name | Harsha Upadhyaya | Pradeep Kesavan |
Total AUM | ₹139411 Cr | ₹434274 Cr |
Fund Manage | 11 | 43 |
Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 1.07 | 4.58 |
Large Cap | 54.46 | 43.12 |
Mid Cap | 38.78 | 37.95 |
Small Cap | 5.62 | 14.36 |
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 1 | 2.46 |
Telecom - Services | 1.42 | - |
Petroleum Products | 5.8 | - |
Finance | 2.07 | - |
IT - Software | 3.83 | - |
Construction | 3.51 | 1.36 |
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 | 1.27 |
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 | - |
Financial | - | 20.76 |
Energy | - | 5.68 |
Technology | - | 8.51 |
Metals & Mining | - | 7.38 |
Materials | - | 7.45 |
Healthcare | - | 10.26 |
Services | - | 6.84 |
Automobile | - | 9.22 |
Consumer Staples | - | 5.38 |
Consumer Discretionary | - | 5.2 |
Chemicals | - | 1.14 |
Capital Goods | - | 3.07 |
Communication | - | 2.48 |
Textiles | - | 1.55 |
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