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Axis Growth Opportunities Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
Axis Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹27655 Cr | ₹14711 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 09 Sep 2004 | 22 Oct 2018 |
| 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% | 23% |
| Expense Ratio | 1.61 | 1.7 |
| Manager | Harsha Upadhyaya | Shreyash Devalkar |
| ISIN Code | INF174K01187 | INF846K01J79 |
| 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 | Axis Growth Opportunities 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 Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.39% | 2.81% |
| 6 Month | 17.53% | 17.78% |
| 1 Year | -0.67% | 0.18% |
| 3 Year | 18.87% | 17.85% |
| 5 Year | 22.08% | 21.47% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.14% | 4.77% |
| 1 Year | 11.62% | 11.98% |
| 3 Year | 17.22% | 18% |
| 5 Year | 17.89% | 16.98% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.03% | 18.71% |
| 3 Year | 15.68% | 19.98% |
| 5 Year | 15.12% | 22.18% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.00% | 12.56% |
| Sharp | 0.81% | 0.73% |
| Beta | 0.92% | 0.83% |
| Alpha | 3.84% | 3.13% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Shreyash Devalkar |
| Total AUM | ₹139411 Cr | ₹166770 Cr |
| Funds Managed | 11 | 14 |
| Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.65 | 14.91 |
| Large Cap | 52.88 | 44.47 |
| Mid Cap | 36.9 | 36.43 |
| Small Cap | 5.57 | 4.19 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.37 | 4.1 |
| Communication Services | 3.04 | 3.98 |
| Energy | 5.51 | 3.34 |
| Financial Services | 23.55 | 23.96 |
| Technology | 8.34 | 10.56 |
| Consumer Cyclical | 14.02 | 15.16 |
| Basic Materials | 12.4 | 6.37 |
| Industrials | 17.45 | 14.06 |
| Consumer Defensive | 1.67 | 3.78 |
| Healthcare | 7.29 | 10.21 |
| Real Estate | 0.93 | 1.82 |
| Utilities | 4.43 | 2.66 |
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