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
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) | ₹24534 Cr | ₹7943 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 | 1.61 | 1.77 |
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 7.39% | 8.05% |
6 Month | -12.11% | -12.07% |
1 Year | 8.57% | 6.21% |
3 Year | 16.59% | 15.97% |
5 Year | 26.67% | 25.25% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | -5.15% | -3.9% |
1 Year | -10.38% | -8.34% |
3 Year | 16.52% | 13.23% |
5 Year | 18.71% | 16.41% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 16.98% | 16.65% |
3 Year | 15.39% | 15.07% |
5 Year | 14.87% | 14.35% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.018% | 11.3% |
Sharp | 0.647% | 0.58% |
Beta | 0.929% | 0.84% |
Alpha | 3.063% | -0.13% |
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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 |
Funds Managed | 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 | 4.51 | 6.23 |
Large Cap | 54.26 | 43.55 |
Mid Cap | 35.22 | 35.76 |
Small Cap | 6.01 | 14.46 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Others | 3.44 | 6.03 |
Communication Services | 2.5 | 5.28 |
Energy | 5.77 | 4.46 |
Financial Services | 20.63 | 32.65 |
Technology | 10.67 | 4.55 |
Consumer Cyclical | 13.42 | 7.27 |
Industrials | 16.41 | 10.84 |
Consumer Defensive | 1.89 | 6.92 |
Healthcare | 8.56 | 6.79 |
Basic Materials | 10.21 | 11.07 |
Real Estate | 0.86 | 2.2 |
Utilities | 5.64 | 1.94 |
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