- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Edelweiss Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹29516 Cr | ₹4347 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 Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.79% | 2.83% |
| 6 Month | 7.9% | 6.96% |
| 1 Year | 8.01% | 6.66% |
| 3 Year | 18.83% | 17.59% |
| 5 Year | 20.96% | 20.24% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.65% | 2.48% |
| 1 Year | 15.17% | 13.57% |
| 3 Year | 16.62% | 16.22% |
| 5 Year | 17.37% | 16.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.73% | 11.71% |
| 3 Year | 15.89% | 14.15% |
| 5 Year | 15.3% | 14.32% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.77% | 13.65% |
| Sharp | 0.91% | 0.77% |
| Beta | 0.90% | 0.97% |
| Alpha | 0.96% | -1.05% |
Fund Managers
| Scheme Name | Kotak Large & Midcap 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 Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.33 | 5.33 |
| Large Cap | 52.07 | 46.98 |
| Mid Cap | 34.89 | 36.16 |
| Small Cap | 5.71 | 11.52 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.78 | 2.25 |
| Communication Services | 2.93 | 2.32 |
| Energy | 5.84 | 4.14 |
| Financial Services | 24.06 | 27.67 |
| Technology | 7.11 | 11.41 |
| Consumer Cyclical | 13.66 | 12.74 |
| Basic Materials | 12.15 | 10.18 |
| Industrials | 16.73 | 14.25 |
| Consumer Defensive | 1.59 | 2.57 |
| Healthcare | 7.04 | 8.63 |
| Real Estate | 0.89 | 1.8 |
| Utilities | 4.21 | 2.06 |
Top Comparisons
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.52%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.51%
HDFC Medium Term Debt Fund - Growth Option
3Y Returns7.54%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.53%
Franklin Build India Fund Growth Plan
3Y Returns26.94%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns25.17%
Axis Quant Fund - Regular Plan - Growth
3Y Returns12.7%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns15.17%
