Tata Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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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 Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Fund Kotak Equity Opportunities Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹25288 Cr ₹7968 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 31 Mar 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% 10.69%
Expense Ratio 1.59 1.78
Manager Harsha Upadhyaya Chandraprakash Padiyar
ISIN Code INF174K01187 INF277K01428
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days/365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Month 0.51% -4.44%
6 Month 22.36% 10.23%
1 Year 42.97% 34.52%
3 Year 22.32% 17.45%
5 Year 24.45% 19.94%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month - -
1 Year 21.44% 14.21%
3 Year 48.52% 37.19%
5 Year 89.46% 73.24%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Year 16.75% 16.57%
3 Year 15.28% 15.12%
5 Year 14.76% 14.3%

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Standard Deviation 11.87% 11.3%
Sharp 1.28% 1.01%
Beta 0.85% 0.84%
Alpha 2.07% 0.61%

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Fund Managers

Scheme Name Kotak Equity Opportunities Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Name Harsha Upadhyaya Chandraprakash Padiyar
Total AUM ₹139411 Cr ₹15627 Cr
Fund Manage 11 3
Kotak Equity Opportunities Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Equity Opportunities Fund - Growth

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Others 1.8 4.82
Large Cap 56.41 42.67
Mid Cap 36.67 40.55
Small Cap 5.41 11.96

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Others 1.8 4.68
Telecom - Services 1.54 -
Petroleum Products 5.47 -
Finance 2.28 -
IT - Software 8.08 -
Construction 3.44 1.81
Banks 16.27 -
Diversified FMCG 1.02 -
Pharmaceuticals & Biotechnology 7.92 -
Non - Ferrous Metals 0.64 -
Healthcare Services 0.54 -
Ferrous Metals 2.81 -
Chemicals & Petrochemicals 4.93 -
Realty 1.16 -
Electrical Equipment 3.13 -
Gas 5.09 -
Automobiles 2.89 -
Fertilizers & Agrochemicals 1.92 -
Agricultural, Commercial & Construction Vehicles 1.9 -
Industrial Products 1.63 -
Consumer Durables 3.31 -
Aerospace & Defense 3.53 -
Auto Components 6.54 -
Cement & Cement Products 3.37 -
Capital Markets 1.08 -
Entertainment 0.76 -
Industrial Manufacturing 0.69 -
Power 1.48 -
Retailing 4.04 -
Beverages 1.03 -
Communication - 5.05
Energy - 5.69
Technology - 3.31
Materials - 4.09
Consumer Staples - 9.54
Healthcare - 6.49
Financial - 31.45
Automobile - 7.72
Capital Goods - 6.79
Metals & Mining - 1.77
Chemicals - 6.92
Services - 4.69

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