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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) | ₹29961 Cr | ₹5836 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 | -1.68% | -1.87% |
| 6 Month | 3.44% | 1.18% |
| 1 Year | 1.04% | -0.44% |
| 3 Year | 18.3% | 14.05% |
| 5 Year | 18.62% | 13.07% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.14% | 0.91% |
| 1 Year | 16.01% | 12.19% |
| 3 Year | 15.81% | 12.02% |
| 5 Year | 16.84% | 11.16% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.6% | 14.67% |
| 3 Year | 15.94% | 14.45% |
| 5 Year | 15.33% | 14.74% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.87% | 13.91% |
| Sharp | 0.97% | 0.6% |
| Beta | 0.9% | 1% |
| Alpha | 1.32% | -3.92% |
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 | 6.45 | 7.59 |
| Large Cap | 52.57 | 41.87 |
| Mid Cap | 36.01 | 39.59 |
| Small Cap | 4.98 | 10.94 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.24 | 2.19 |
| Communication Services | 3.09 | 2.53 |
| Energy | 5.79 | 1.76 |
| Financial Services | 26.97 | 23.57 |
| Technology | 7.09 | 7.17 |
| Consumer Cyclical | 12.91 | 20.97 |
| Basic Materials | 11.51 | 14.21 |
| Industrials | 17.06 | 11.8 |
| Consumer Defensive | 1.56 | 3.45 |
| Healthcare | 7.5 | 8.06 |
| Real Estate | 0.88 | 2.48 |
| Utilities | 3.4 | 1.81 |
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