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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) | ₹2126 Cr | ₹28381 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 | 3.59% | 2.99% |
| 6 Month | 7.31% | 10.31% |
| 1 Year | 3.63% | 5.39% |
| 3 Year | - | 18.8% |
| 5 Year | - | 22.4% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | -0.85% | 1.2% |
| 1 Year | 4.6% | 10.44% |
| 3 Year | - | 15.3% |
| 5 Year | - | 16.65% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Year | 5.78% | 15.75% |
| 3 Year | - | 15.77% |
| 5 Year | - | 15.2% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.77% |
| Sharp | - | 0.91% |
| Beta | - | 0.90% |
| Alpha | - | 0.96% |
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 | 6.86 | 7.33 |
| Large Cap | 50.83 | 52.07 |
| Mid Cap | 30.62 | 34.89 |
| Small Cap | 11.68 | 5.71 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 4.54 | 3.78 |
| Energy | 1.69 | 5.84 |
| Financial Services | 25.4 | 24.06 |
| Technology | 7.93 | 7.11 |
| Consumer Cyclical | 14.12 | 13.66 |
| Basic Materials | 11.87 | 12.15 |
| Industrials | 11.62 | 16.73 |
| Consumer Defensive | 6.58 | 1.59 |
| Healthcare | 11.12 | 7.04 |
| Real Estate | 1.96 | 0.89 |
| Communication Services | 1.5 | 2.93 |
| Utilities | 1.68 | 4.21 |
Top Comparisons
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3Y Returns15.86%
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