Canara Robeco Emerging Equities vs Kotak Equity Opportunities Fund compare

Canara Robeco Emerging Equities vs Kotak Equity Opportunities Fund compare

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Kotak Large & Midcap Fund - Growth

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Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

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

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	0.71%	0.11%
6 Month	11.46%	9.21%
1 Year	4.53%	3.99%
3 Year	18.62%	15.96%
5 Year	21.06%	18.8%

SIP Return Analysis

Scheme Name	Kotak Large & Midcap Fund - Growth	Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
6 Month	2.18%	-0.3%
1 Year	13.72%	8.06%
3 Year	16.05%	14.7%
5 Year	17.01%	14.72%

Rolling Lumpsum Returns

Scheme Name	Kotak Large & Midcap Fund - Growth	Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
1 Year	15.73%	15.16%
3 Year	15.89%	16.6%
5 Year	15.3%	18.13%

Risk Management

Scheme Name	Kotak Large & Midcap Fund - Growth	Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.77%	12%
Sharp	0.91%	0.76%
Beta	0.90%	0.94%
Alpha	0.96%	-1.72%

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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