UTI Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24534 Cr | ₹4047 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 Sep 2004 | 30 Jul 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% | 32% |
Expense Ratio | 1.61 | 1.9 |
Manager | Harsha Upadhyaya | V Srivatsa |
ISIN Code | INF174K01187 | INF789F01869 |
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 | UTI Large & Mid Cap Fund - 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 | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.38% | 5.31% |
6 Month | -13.27% | -12.9% |
1 Year | 5.8% | 10.21% |
3 Year | 15.74% | 18.59% |
5 Year | 27.09% | 31.59% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -5.15% | -5.39% |
1 Year | -10.38% | -7.49% |
3 Year | 16.52% | 20.01% |
5 Year | 18.71% | 21.77% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.98% | 9.5% |
3 Year | 15.39% | 9.15% |
5 Year | 14.87% | 10.86% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.018% | 12.33% |
Sharp | 0.647% | 0.82% |
Beta | 0.929% | 0.93% |
Alpha | 3.063% | 3.15% |
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Fund Managers
Scheme Name | Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | V Srivatsa |
Total AUM | ₹139411 Cr | ₹7921 Cr |
Funds Managed | 11 | 3 |
Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.51 | 5.62 |
Large Cap | 54.26 | 44.64 |
Mid Cap | 35.22 | 37.19 |
Small Cap | 6.01 | 12.55 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.44 | 3.44 |
Communication Services | 2.5 | 6.29 |
Energy | 5.77 | 2.44 |
Financial Services | 20.63 | 33.25 |
Technology | 10.67 | 8.04 |
Consumer Cyclical | 13.42 | 11.34 |
Industrials | 16.41 | 6.02 |
Consumer Defensive | 1.89 | 6.43 |
Healthcare | 8.56 | 6.82 |
Basic Materials | 10.21 | 11.45 |
Real Estate | 0.86 | 2.42 |
Utilities | 5.64 | 2.07 |
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