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Aditya Birla Sun Life Equity Advantage Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹28381 Cr | ₹5692 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Sep 2004 | 24 Feb 1995 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | BSE 250 Large MidCap Index |
| Turn Over | 14.92% | 62% |
| Expense Ratio | 1.61 | 1.92 |
| Manager | Harsha Upadhyaya | Atul Penkar |
| ISIN Code | INF174K01187 | INF209K01165 |
| 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 | Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.99% | 2.92% |
| 6 Month | 10.31% | 9.25% |
| 1 Year | 5.39% | 3.91% |
| 3 Year | 18.8% | 14.28% |
| 5 Year | 22.4% | 17.13% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.82% | 0.02% |
| 1 Year | 9.57% | 7.58% |
| 3 Year | 14.86% | 11.34% |
| 5 Year | 16.47% | 10.92% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.75% | 15.07% |
| 3 Year | 15.77% | 14.64% |
| 5 Year | 15.2% | 15.38% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.77% | 13.91% |
| Sharp | 0.91% | 0.6% |
| Beta | 0.90% | 1% |
| Alpha | 0.96% | -3.85% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Atul Penkar |
| Total AUM | ₹139411 Cr | ₹21393 Cr |
| Funds Managed | 11 | 3 |
| Kotak Large & Midcap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.33 | 7.51 |
| Large Cap | 52.07 | 41.88 |
| Mid Cap | 34.89 | 39.7 |
| Small Cap | 5.71 | 10.9 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.78 | 2.48 |
| Communication Services | 2.93 | 3.25 |
| Energy | 5.84 | 2.49 |
| Financial Services | 24.06 | 23.35 |
| Technology | 7.11 | 5.67 |
| Consumer Cyclical | 13.66 | 21.07 |
| Basic Materials | 12.15 | 14.48 |
| Industrials | 16.73 | 10.77 |
| Consumer Defensive | 1.59 | 3.92 |
| Healthcare | 7.04 | 7.71 |
| Real Estate | 0.89 | 2.38 |
| Utilities | 4.21 | 2.42 |
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