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Edelweiss Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Equity Opportunities Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24534 Cr | ₹3610 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 09 Sep 2004 | 14 Jun 2007 |
| 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% | 30% |
| Expense Ratio | 1.61 | 1.87 |
| Manager | Harsha Upadhyaya | Trideep Bhattacharya |
| ISIN Code | INF174K01187 | INF843K01047 |
| 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 | Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.62% | 3.73% |
| 6 Month | 2.58% | 0.49% |
| 1 Year | 4.85% | 10.39% |
| 3 Year | 21.47% | 20.57% |
| 5 Year | 26.8% | 26.22% |
SIP Return Analysis
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.06% | 5.08% |
| 1 Year | 3.79% | 3.41% |
| 3 Year | 19.57% | 18.98% |
| 5 Year | 19.78% | 18.99% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.98% | 12.44% |
| 3 Year | 15.39% | 13.57% |
| 5 Year | 14.87% | 14.04% |
Risk Management
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.018% | 14.02% |
| Sharp | 0.647% | 0.675% |
| Beta | 0.929% | 0.965% |
| Alpha | 3.063% | 1.947% |
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Fund Managers
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Trideep Bhattacharya |
| Total AUM | ₹139411 Cr | ₹0 Cr |
| Funds Managed | 11 | 9 |
| Kotak Equity Opportunities Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.51 | 2.57 |
| Large Cap | 54.26 | 46.81 |
| Mid Cap | 35.22 | 36.47 |
| Small Cap | 6.01 | 14.15 |
Sector Allocation
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.44 | 1.51 |
| Communication Services | 2.5 | 1.82 |
| Energy | 5.77 | 3.08 |
| Financial Services | 20.63 | 25.92 |
| Technology | 10.67 | 14.48 |
| Consumer Cyclical | 13.42 | 17.31 |
| Industrials | 16.41 | 12.99 |
| Consumer Defensive | 1.89 | 2.29 |
| Healthcare | 8.56 | 9.24 |
| Basic Materials | 10.21 | 7.14 |
| Real Estate | 0.86 | 2.38 |
| Utilities | 5.64 | 1.83 |
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