Bajaj Finserv Large and Mid Cap Fund vs Kotak Equity Opportunities Fund compare

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tortoise-icon Bajaj Finserv Large and Mid Cap Fund - Reg (G)

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) Kotak Equity Opportunities Fund - Growth
Fund Bajaj Finserv Large and Mid Cap Fund - Reg (G) Kotak Equity Opportunities Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹ Cr ₹16503 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Feb 2024 05 Sep 2004
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark Nifty LargeMidcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over % 14.92%
Expense Ratio 1.64
Manager Nimesh Chandan Harsha Upadhyaya
ISIN Code INF0QA701730 INF174K01187
Exits Load /365 For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) Kotak Equity Opportunities Fund - Growth
1 Month 2.4% 1.21%
6 Month - 26.25%
1 Year - 44.18%
3 Year - 22.73%
5 Year - 23.46%

SIP Return Analysis

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) Kotak Equity Opportunities Fund - Growth
6 Month - -
1 Year 7.18% 21.44%
3 Year 7.18% 48.52%
5 Year 7.18% 89.46%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) Kotak Equity Opportunities Fund - Growth
1 Year 10.53% 24.77%
3 Year 10.53% 65.21%
5 Year 10.53% 96.96%

Risk Management

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) Kotak Equity Opportunities Fund - Growth
Standard Deviation - 11.87%
Sharp - 1.25%
Beta - 0.85%
Alpha - 2.7%

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Fund Managers

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) Kotak Equity Opportunities Fund - Growth
Name Nimesh Chandan Harsha Upadhyaya
Total AUM ₹0 Cr ₹139411 Cr
Fund Manage 8 11
Bajaj Finserv Large and Mid Cap Fund - Reg (G) Kotak Equity Opportunities Fund - Growth

Market Cap

Scheme Name

Bajaj Finserv Large and Mid Cap Fund - Reg (G)

Kotak Equity Opportunities Fund - Growth

Large Cap 48.07 52.05
Mid Cap 37.56 41.87
Others 6.23 0.89
Small Cap 8.17 5.19

Sector Allocation

Scheme Name

Bajaj Finserv Large and Mid Cap Fund - Reg (G)

Kotak Equity Opportunities Fund - Growth

Financial 13.25 16.3
Energy 6.12 10.94
Communication 4.24 2.02
Capital Goods 11.49 15.97
Technology 2.25 3.53
Automobile 6.01 13.02
Healthcare 8.83 7.41
Others 3.77 0.47
Construction 5.02 4.36
Consumer Staples 10.82 1.71
Consumer Discretionary 3.79 3.51
Chemicals 6.35 5.56
Services 9.01 5.29
Textiles 1.47 -
Metals & Mining 4.08 4.77
Insurance 2.34 -
Materials 1.19 3.31
Diversified - 1.48
Unclassified - 0.35

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