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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) | ₹28084 Cr | ₹14805 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 | -2.13% | -0.43% |
| 6 Month | 12.72% | 10.79% |
| 1 Year | 1.37% | 3.35% |
| 3 Year | 18.34% | 16.09% |
| 5 Year | 22.31% | 21.82% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.93% | 4.81% |
| 1 Year | 5.54% | 6.59% |
| 3 Year | 16.49% | 17.35% |
| 5 Year | 17.69% | 16.83% |
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 | 12.90% | 12.54% |
| Sharp | 0.98% | 0.86% |
| Beta | 0.91% | 0.83% |
| Alpha | 4.17% | 3.11% |
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 | 5.13 | 14.19 |
| Large Cap | 51.8 | 43.88 |
| Mid Cap | 37.95 | 37.74 |
| Small Cap | 5.12 | 4.18 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.82 | 3.68 |
| Communication Services | 3.05 | 3.91 |
| Energy | 5.73 | 3.4 |
| Financial Services | 24.02 | 24.75 |
| Technology | 8.23 | 10.43 |
| Consumer Cyclical | 12.87 | 12.84 |
| Basic Materials | 11.78 | 7.02 |
| Industrials | 17.14 | 15.29 |
| Consumer Defensive | 1.62 | 3.6 |
| Healthcare | 7.71 | 10.32 |
| Real Estate | 0.93 | 1.86 |
| Utilities | 5.11 | 2.9 |
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