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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) | ₹28084 Cr | ₹25551 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 | 0.02% | 0.33% |
| 6 Month | 13.5% | 14.53% |
| 1 Year | 1.18% | 3.32% |
| 3 Year | 19.09% | 16.85% |
| 5 Year | 22.28% | 21.28% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.93% | 3.86% |
| 1 Year | 5.54% | 6.16% |
| 3 Year | 16.49% | 16.67% |
| 5 Year | 17.69% | 16.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.03% | 15.38% |
| 3 Year | 15.68% | 16.53% |
| 5 Year | 15.12% | 17.99% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.90% | 12% |
| Sharp | 0.98% | 0.84% |
| Beta | 0.91% | 0.95% |
| Alpha | 4.17% | -1.39% |
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 | 5.13 | 5.89 |
| Large Cap | 51.8 | 36.38 |
| Mid Cap | 37.95 | 42.85 |
| Small Cap | 5.12 | 14.88 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.82 | 2.78 |
| Communication Services | 3.05 | 2.23 |
| Energy | 5.73 | 0.26 |
| Financial Services | 24.02 | 17.66 |
| Technology | 8.23 | 10.06 |
| Consumer Cyclical | 12.87 | 31.78 |
| Basic Materials | 11.78 | 7.01 |
| Industrials | 17.14 | 11.8 |
| Consumer Defensive | 1.62 | 4.6 |
| Healthcare | 7.71 | 7.52 |
| Real Estate | 0.93 | 1.05 |
| Utilities | 5.11 | 3.25 |
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