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 | 0.71% | 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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