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SBI Large & MIDCap Fund vs Kotak Equity Opportunities Fund compare

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

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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 7.09
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

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