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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.95% | 2.85% |
6 Month | 4.06% | 1.39% |
1 Year | 1.69% | 4.65% |
3 Year | 23.21% | 22.22% |
5 Year | 23.85% | 23.76% |
SIP Return Analysis
Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 11.19% | 9.58% |
1 Year | 13.36% | 11.9% |
3 Year | 20.23% | 19.89% |
5 Year | 20.1% | 18.6% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.65% | 13.65% |
Sharp | 1.21% | 1.11% |
Beta | 0.93% | 0.87% |
Alpha | 3.99% | 3.35% |
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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 | 3.73 | 12.46 |
Large Cap | 55.41 | 47.42 |
Mid Cap | 35.34 | 36.54 |
Small Cap | 5.52 | 3.58 |
Sector Allocation
Scheme Name |
Kotak Large & Midcap Fund - Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.58 | 4.8 |
Communication Services | 3.14 | 4.78 |
Energy | 5.97 | 3.68 |
Financial Services | 23.82 | 27.65 |
Technology | 8.77 | 9.2 |
Consumer Cyclical | 12.32 | 11.64 |
Industrials | 17.25 | 12.78 |
Consumer Defensive | 1.74 | 4.31 |
Healthcare | 7.34 | 8.64 |
Basic Materials | 10.61 | 7.4 |
Real Estate | 0.95 | 1.85 |
Utilities | 5.5 | 3.27 |
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