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Canara Robeco Emerging Equities vs Kotak Equity Opportunities Fund compare

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tortoise-icon Kotak Large & Midcap Fund - Growth

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tortoise-icon 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) ₹29516 Cr ₹26269 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 0.49% -1.57%
6 Month 5.04% 0.59%
1 Year 2.12% -2.04%
3 Year 18.2% 15.07%
5 Year 19.45% 17.21%

SIP Return Analysis

Scheme Name Kotak Large & Midcap Fund - Growth Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
6 Month 3.01% -0.59%
1 Year 16.31% 7.5%
3 Year 16.07% 13.75%
5 Year 17.04% 14.16%

Rolling Lumpsum Returns

Scheme Name Kotak Large & Midcap Fund - Growth Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
1 Year 15.6% 15.04%
3 Year 15.94% 16.55%
5 Year 15.33% 18.13%

Risk Management

Scheme Name Kotak Large & Midcap Fund - Growth Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 11.87% 12%
Sharp 0.97% 0.73%
Beta 0.9% 0.94%
Alpha 1.32% -1.76%

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 3.29 2.1
Large Cap 53.26 47.24
Mid Cap 38.91 38.44
Small Cap 5.53 11.56

Sector Allocation

Scheme Name

Kotak Large & Midcap Fund - Growth

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

Others 3.29 2.15
Telecom - Services 2.62 2.4
Petroleum Products 5.22 -
Finance 4.67 3.65
IT - Software 6.51 5.55
Retailing 4.74 7.1
Cement & Cement Products 5.09 1.54
Construction 3.21 0.19
Diversified FMCG 0.75 -
Pharmaceuticals & Biotechnology 5.86 3.91
Banks 18.98 10.48
Healthcare Services 1.14 3.26
Chemicals & Petrochemicals 4.02 2.96
Realty 0.96 1.11
Electrical Equipment 1.78 3.68
Gas 2.5 -
Automobiles 3.12 7.19
Fertilizers & Agrochemicals 2.34 1.27
Agricultural, Commercial & Construction Vehicles 2.46 0.03
Consumer Durables 2.24 5.89
Aerospace & Defense 4.56 4.06
Industrial Products 1.32 0.92
Auto Components 5.09 6.47
Capital Markets 1.56 2.12
Entertainment 0.46 0.23
Transport Services 1.14 0.79
Industrial Manufacturing 0.46 2.04
Ferrous Metals 1.88 -
Power 2.2 3.02
Beverages 0.82 2.7
Leisure Services - 8.1
Paper, Forest & Jute Products - 1.05
Non - Ferrous Metals - 0.3
Agricultural Food & other Products - 2.09
Food Products - 0.93
Household Products - 0.1
Financial Technology (Fintech) - 0.68
Diversified - 0.84
Textiles & Apparels - 0.54

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