Axis Growth Opportunities Fund vs Kotak Equity Opportunities Fund compare

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Kotak Large & Midcap Fund - Growth

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Axis Large & Mid Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹27046 Cr	₹14349 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

Scheme Name	Kotak Large & Midcap Fund - Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
1 Month	3.98%	3.97%
6 Month	3.82%	3.09%
1 Year	3.41%	6.93%
3 Year	24.53%	22.88%
5 Year	24.68%	24.3%

Scheme Name	Kotak Large & Midcap Fund - Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
6 Month	11.11%	10.27%
1 Year	12.07%	11.94%
3 Year	20.83%	20.83%
5 Year	20.43%	19.22%

Scheme Name	Kotak Large & Midcap Fund - Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
1 Year	16.44%	19.51%
3 Year	15.54%	19.9%
5 Year	15.02%	21.9%

Scheme Name	Kotak Large & Midcap Fund - Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
Standard Deviation	14.06%	14.14%
Sharp	0.98%	0.87%
Beta	0.93%	0.88%
Alpha	3.82%	2.75%

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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

Scheme Name	Kotak Large & Midcap Fund - Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
Others	4.51	15.9
Large Cap	54.26	42.68
Mid Cap	35.22	35.43
Small Cap	6.01	5.99

Scheme Name	Kotak Large & Midcap Fund - Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
Others	3.44	6.5
Communication Services	2.5	5.12
Energy	5.77	1.88
Financial Services	20.63	22.37
Technology	10.67	14.36
Consumer Cyclical	13.42	12.64
Industrials	16.41	11.46
Consumer Defensive	1.89	3.13
Healthcare	8.56	9.95
Basic Materials	10.21	5.34
Real Estate	0.86	2.88
Utilities	5.64	4.36