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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) | ₹29961 Cr | ₹15605 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 | -0.11% | -1.01% |
| 6 Month | 4.87% | 3.78% |
| 1 Year | 1.18% | 0.64% |
| 3 Year | 18.23% | 18.58% |
| 5 Year | 19.16% | 18.32% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.14% | 0.41% |
| 1 Year | 16.01% | 11.46% |
| 3 Year | 15.81% | 15.03% |
| 5 Year | 16.84% | 15.05% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.6% | 17.26% |
| 3 Year | 15.94% | 19.7% |
| 5 Year | 15.33% | 21.85% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.87% | 12.28% |
| Sharp | 0.97% | 0.96% |
| Beta | 0.9% | 0.82% |
| Alpha | 1.32% | 2.30% |
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 | 7.45 | 13.96 |
| Large Cap | 52.77 | 45.17 |
| Mid Cap | 34.7 | 36.58 |
| Small Cap | 5.08 | 4.3 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.27 | 2.91 |
| Communication Services | 3.08 | 3.84 |
| Energy | 5.98 | 3.6 |
| Financial Services | 25.21 | 27.67 |
| Technology | 7.04 | 10.43 |
| Consumer Cyclical | 13.03 | 15.69 |
| Basic Materials | 11.59 | 5.82 |
| Industrials | 17.32 | 13.36 |
| Consumer Defensive | 1.58 | 2.78 |
| Healthcare | 7 | 9.72 |
| Real Estate | 0.96 | 1.77 |
| Utilities | 3.94 | 2.42 |
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