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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) | ₹2309 Cr | ₹29961 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 | -0.86% | -1.29% |
| 6 Month | 2.59% | 3.65% |
| 1 Year | 2.79% | 1.89% |
| 3 Year | - | 18.23% |
| 5 Year | - | 18.58% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 1.96% | 2.14% |
| 1 Year | 12.64% | 16.01% |
| 3 Year | - | 15.81% |
| 5 Year | - | 16.84% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Year | 5.78% | 15.57% |
| 3 Year | - | 15.95% |
| 5 Year | - | 15.36% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 11.87% |
| Sharp | - | 0.97% |
| Beta | - | 0.9% |
| Alpha | - | 1.32% |
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 | 5.23 | 6.45 |
| Large Cap | 50.13 | 52.57 |
| Mid Cap | 32.48 | 36.01 |
| Small Cap | 12.16 | 4.98 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 1.84 | 2.24 |
| Energy | 3.41 | 5.79 |
| Financial Services | 28.51 | 26.97 |
| Technology | 6.36 | 7.09 |
| Basic Materials | 8.81 | 11.51 |
| Industrials | 7.95 | 17.06 |
| Healthcare | 14.61 | 7.5 |
| Real Estate | 5 | 0.88 |
| Consumer Cyclical | 15.61 | 12.91 |
| Communication Services | 4.39 | 3.09 |
| Consumer Defensive | 3.51 | 1.56 |
| Utilities | 0 | 3.4 |
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