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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) ₹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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