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

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

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Kotak Large & Midcap 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 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)	₹2120 Cr	₹28294 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

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Kotak Large & Midcap Fund - Growth
1 Month	0.44%	0.35%
6 Month	5.87%	6.46%
1 Year	3.8%	1.19%
3 Year	-	22.67%
5 Year	-	23.81%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Kotak Large & Midcap Fund - Growth
6 Month	8.54%	9.56%
1 Year	10.78%	11.04%
3 Year	-	19.36%
5 Year	-	19.52%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Kotak Large & Midcap Fund - Growth
1 Year	9.26%	16.44%
3 Year	-	15.54%
5 Year	-	15.02%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Kotak Large & Midcap Fund - Growth
Standard Deviation	-	13.65%
Sharp	-	1.21%
Beta	-	0.93%
Alpha	-	3.99%

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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

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Kotak Large & Midcap Fund - Growth
Others	4.08	3.73
Large Cap	47.62	55.41
Mid Cap	39.16	35.34
Small Cap	9.14	5.52

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Kotak Large & Midcap Fund - Growth
Others	2.12	2.58
Energy	3.23	5.97
Financial Services	29.98	23.82
Technology	6.23	8.77
Basic Materials	12.22	10.61
Industrials	12.22	17.25
Consumer Defensive	7.69	1.74
Healthcare	11.68	7.34
Consumer Cyclical	10.89	12.32
Real Estate	1.98	0.95
Communication Services	1.75	3.14
Utilities	-	5.5