- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹28381 Cr | ₹14906 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 | 2.99% | 4.08% |
| 6 Month | 10.31% | 10.36% |
| 1 Year | 5.39% | 5.75% |
| 3 Year | 18.8% | 19.65% |
| 5 Year | 22.4% | 21.9% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.45% | 3.04% |
| 1 Year | 15.58% | 13.76% |
| 3 Year | 17.59% | 17.87% |
| 5 Year | 18.12% | 16.88% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.75% | 18.24% |
| 3 Year | 15.77% | 19.84% |
| 5 Year | 15.2% | 22.03% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.82% | 12.26% |
| Sharp | 0.93% | 0.86% |
| Beta | 0.93% | 0.82% |
| Alpha | 3.72% | 3.27% |
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 | 7.33 | 14.82 |
| Large Cap | 52.07 | 44.87 |
| Mid Cap | 34.89 | 36.16 |
| Small Cap | 5.71 | 4.14 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.78 | 4.26 |
| Communication Services | 2.93 | 3.9 |
| Energy | 5.84 | 3.31 |
| Financial Services | 24.06 | 24.61 |
| Technology | 7.11 | 10.72 |
| Consumer Cyclical | 13.66 | 16.3 |
| Basic Materials | 12.15 | 6.22 |
| Industrials | 16.73 | 13.4 |
| Consumer Defensive | 1.59 | 3.14 |
| Healthcare | 7.04 | 9.84 |
| Real Estate | 0.89 | 1.69 |
| Utilities | 4.21 | 2.59 |
Top Comparisons
SBI Liquid Fund - Regular Plan -Growth
3Y Returns6.92%
Mirae Asset Liquid Fund - Growth
3Y Returns6.99%
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
3Y Returns0%
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns17.88%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns9.3%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.82%
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns19.75%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns17.58%
