Canara Robeco Emerging Equities vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Large & Midcap Fund - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Large & Midcap Fund - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹28381 Cr | ₹25484 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 Sep 2004 | 11 Mar 2005 |
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% | 22% |
Expense Ratio | 1.61 | 1.61 |
Manager | Harsha Upadhyaya | Shridatta Bhandwaldar |
ISIN Code | INF174K01187 | INF760K01167 |
Exits Load | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Canara Robeco Emerging Equities - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Large & Midcap Fund - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.65% | -1.61% |
6 Month | 11.12% | 8.76% |
1 Year | 1.51% | 1.04% |
3 Year | 20.03% | 17.39% |
5 Year | 22.18% | 20.83% |
SIP Return Analysis
Scheme Name | Kotak Large & Midcap Fund - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.95% | 1.12% |
1 Year | 14.34% | 10.67% |
3 Year | 17.21% | 16.46% |
5 Year | 17.91% | 15.96% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large & Midcap Fund - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.75% | 15.16% |
3 Year | 15.77% | 16.52% |
5 Year | 15.2% | 18.07% |
Risk Management
Scheme Name | Kotak Large & Midcap Fund - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.82% | 13.52% |
Sharp | 0.93% | 0.70% |
Beta | 0.93% | 0.98% |
Alpha | 3.72% | 0.86% |
Fund Managers
Scheme Name | Kotak Large & Midcap Fund - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Shridatta Bhandwaldar |
Total AUM | ₹139411 Cr | ₹69491 Cr |
Funds Managed | 11 | 12 |
Kotak Large & Midcap Fund - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Large & Midcap Fund - Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.33 | 5.83 |
Large Cap | 52.07 | 38.33 |
Mid Cap | 34.89 | 41.78 |
Small Cap | 5.71 | 14.06 |
Sector Allocation
Scheme Name |
Kotak Large & Midcap Fund - Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.78 | 2.98 |
Communication Services | 2.93 | 2.41 |
Energy | 5.84 | 0 |
Financial Services | 24.06 | 17.73 |
Technology | 7.11 | 10.02 |
Consumer Cyclical | 13.66 | 32.48 |
Basic Materials | 12.15 | 7.41 |
Industrials | 16.73 | 11.03 |
Consumer Defensive | 1.59 | 5.21 |
Healthcare | 7.04 | 6.84 |
Real Estate | 0.89 | 1.02 |
Utilities | 4.21 | 2.87 |
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