Tata Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
| 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) | ₹25034 Cr | ₹8390 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Sep 2004 | 31 Mar 2003 |
| 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 | 1.76 |
| Manager | Harsha Upadhyaya | Chandraprakash Padiyar |
| ISIN Code | INF174K01187 | INF277K01428 |
| 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 | Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.18% | 0.92% |
| 6 Month | -0.21% | 0.42% |
| 1 Year | 25.63% | 17.51% |
| 3 Year | 20.46% | 17.18% |
| 5 Year | 21.24% | 18.54% |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.46% | 8.95% |
| 3 Year | 24.64% | 19.3% |
| 5 Year | 24.02% | 20.59% |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.73% | 16.6% |
| 3 Year | 15.24% | 15.03% |
| 5 Year | 14.7% | 14.28% |
| 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% | 0.88% |
| Beta | 0.85% | 0.83% |
| Alpha | 2.07% | 0.71% |
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| 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 |
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 2.23 | 5.37 |
| Large Cap | 55.98 | 40.47 |
| Mid Cap | 36.35 | 38.5 |
| Small Cap | 5.48 | 15.66 |
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 2.23 | 5.37 |
| Telecom - Services | 1.58 | 5.07 |
| Petroleum Products | 5 | 3.97 |
| Finance | 2.42 | 5.55 |
| IT - Software | 9.1 | 3.19 |
| Construction | 3.49 | 1.55 |
| Banks | 17.09 | 23.22 |
| Diversified FMCG | 0.91 | 1.69 |
| Pharmaceuticals & Biotechnology | 8.04 | 2.82 |
| Non - Ferrous Metals | 0.6 | - |
| Healthcare Services | 0.57 | 2.83 |
| Chemicals & Petrochemicals | 4.78 | 3.97 |
| Realty | 1.26 | 1.03 |
| Electrical Equipment | 3.11 | 1.7 |
| Gas | 4.63 | 0.9 |
| Automobiles | 2.6 | 2.09 |
| Fertilizers & Agrochemicals | 2 | 4.01 |
| Agricultural, Commercial & Construction Vehicles | 1.78 | - |
| Industrial Products | 1.54 | 4.2 |
| Consumer Durables | 2.96 | 0.95 |
| Aerospace & Defense | 3.66 | - |
| Auto Components | 6.2 | 4.23 |
| Cement & Cement Products | 3.32 | 3.49 |
| Capital Markets | 1.54 | 2.69 |
| Entertainment | 0.72 | - |
| Industrial Manufacturing | 0.68 | - |
| Ferrous Metals | 1.91 | - |
| Power | 1.54 | 1.35 |
| Retailing | 3.8 | 2.2 |
| Beverages | 0.98 | 4.83 |
| Diversified | - | 2.33 |
| Commercial Services & Supplies | - | 3.09 |
| Agricultural Food & other Products | - | 0.63 |
| Leisure Services | - | 1.05 |
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