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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) | ₹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 | 1.79% | 1.21% |
| 6 Month | 7.9% | 8.13% |
| 1 Year | 8.01% | 8.17% |
| 3 Year | 18.83% | 18.8% |
| 5 Year | 20.96% | 20.05% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.18% | 1.77% |
| 1 Year | 13.72% | 12.17% |
| 3 Year | 16.05% | 16.29% |
| 5 Year | 17.01% | 15.76% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.73% | 17.54% |
| 3 Year | 15.89% | 19.76% |
| 5 Year | 15.3% | 21.91% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.77% | 12.29% |
| Sharp | 0.91% | 0.95% |
| Beta | 0.90% | 0.82% |
| Alpha | 0.96% | 1.89% |
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 |
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