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

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)	₹25288 Cr	₹3392 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	05 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	1.59	1.89
Manager	Harsha Upadhyaya	Trideep Bhattacharya
ISIN Code	INF174K01187	INF843K01047
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365	Exit load of 1%, if redeemed within 90 days./365

Scheme Name	Kotak Equity Opportunities Fund - Growth	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	0.51%	2.71%
6 Month	22.36%	21.86%
1 Year	42.97%	43.75%
3 Year	22.32%	20.91%
5 Year	24.45%	24.04%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	21.44%	16.92%
3 Year	48.52%	39.53%
5 Year	89.46%	78.04%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	24.77%	23.97%
3 Year	65.21%	60.1%
5 Year	96.96%	88.57%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	11.87%	12.38%
Sharp	1.28%	1.03%
Beta	0.85%	0.94%
Alpha	2.07%	-1.47%

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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
Fund Manage	11	9
	Kotak Equity Opportunities Fund - Growth	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	Kotak Equity Opportunities Fund - Growth	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Others	1.56	3.91
Large Cap	56.31	48.46
Mid Cap	36.23	36.23
Small Cap	5.79	11.4

Scheme Name	Kotak Equity Opportunities Fund - Growth	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Others	1.49	2.03
Telecom - Services	1.48	-
Petroleum Products	6.27	-
Finance	2.18	-
IT - Software	6.65	-
Construction	3.56	5.55
Banks	16.34	-
Diversified FMCG	0.99	-
Pharmaceuticals & Biotechnology	7.94	-
Non - Ferrous Metals	0.61	-
Healthcare Services	0.5	-
Ferrous Metals	2.82	-
Chemicals & Petrochemicals	4.73	-
Realty	1.12	-
Electrical Equipment	3.01	-
Gas	5.37	-
Automobiles	2.84	-
Fertilizers & Agrochemicals	2.09	-
Insurance	0	0.86
Agricultural, Commercial & Construction Vehicles	2.12	-
Industrial Products	1.82	-
Consumer Durables	3.36	-
Aerospace & Defense	3.84	-
Auto Components	6.97	-
Cement & Cement Products	3.33	-
Capital Markets	0.63	-
Entertainment	0.78	-
Industrial Manufacturing	0.75	-
Power	1.47	-
Retailing	3.84	-
Beverages	0.99	-
Energy	-	3.71
Materials	-	7.47
Technology	-	8.79
Financial	-	24.14
Healthcare	-	6.04
Metals & Mining	-	5.37
Capital Goods	-	12.21
Chemicals	-	1.43
Automobile	-	8.7
Services	-	5.85
Consumer Staples	-	2.37
Consumer Discretionary	-	3.65
Communication	-	1.83