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Bajaj Finserv Large and Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
Kotak Large & Midcap Fund - Growth
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Large & Midcap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2091 Cr | ₹27655 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Feb 2024 | 09 Sep 2004 |
| 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% |
| Expense Ratio | 2.06 | 1.61 |
| Manager | Nimesh Chandan | Harsha Upadhyaya |
| ISIN Code | INF0QA701730 | INF174K01187 |
| Exits Load | Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 | Kotak Equity 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 | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Month | 2.81% | 3.39% |
| 6 Month | 13.46% | 17.53% |
| 1 Year | -1.85% | -0.67% |
| 3 Year | - | 18.87% |
| 5 Year | - | 22.08% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 2.75% | 4.14% |
| 1 Year | 8.32% | 11.62% |
| 3 Year | - | 17.22% |
| 5 Year | - | 17.89% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Year | 8.11% | 16.03% |
| 3 Year | - | 15.68% |
| 5 Year | - | 15.12% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 13.00% |
| Sharp | - | 0.81% |
| Beta | - | 0.92% |
| Alpha | - | 3.84% |
Fund Managers
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Name | Nimesh Chandan | Harsha Upadhyaya |
| Total AUM | ₹0 Cr | ₹139411 Cr |
| Funds Managed | 8 | 11 |
| Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Large & Midcap Fund - Growth |
Market Cap
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 6.92 | 4.65 |
| Large Cap | 49.06 | 52.88 |
| Mid Cap | 31.5 | 36.9 |
| Small Cap | 12.51 | 5.57 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 3.33 | 1.37 |
| Energy | 1.71 | 5.51 |
| Financial Services | 24.66 | 23.55 |
| Technology | 7.96 | 8.34 |
| Consumer Cyclical | 14.89 | 14.02 |
| Basic Materials | 13.52 | 12.4 |
| Industrials | 11.9 | 17.45 |
| Consumer Defensive | 8.13 | 1.67 |
| Healthcare | 9.87 | 7.29 |
| Real Estate | 1.51 | 0.93 |
| Communication Services | 0.7 | 3.04 |
| Utilities | 1.81 | 4.43 |
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