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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) | ₹29961 Cr | ₹4460 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 | -1.29% | -0.85% |
| 6 Month | 3.65% | 2.92% |
| 1 Year | 1.89% | -0.29% |
| 3 Year | 18.23% | 17.64% |
| 5 Year | 18.58% | 18.35% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.14% | 2.63% |
| 1 Year | 16.01% | 15.47% |
| 3 Year | 15.81% | 15.75% |
| 5 Year | 16.84% | 15.99% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.57% | 11.62% |
| 3 Year | 15.95% | 14.22% |
| 5 Year | 15.36% | 14.35% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.87% | 13.65% |
| Sharp | 0.97% | 0.78% |
| Beta | 0.9% | 0.97% |
| Alpha | 1.32% | -0.60% |
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 | 6.45 | 6.06 |
| Large Cap | 52.57 | 46.81 |
| Mid Cap | 36.01 | 36.3 |
| Small Cap | 4.98 | 10.83 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.24 | 1.52 |
| Communication Services | 3.09 | 3.14 |
| Energy | 5.79 | 4.22 |
| Financial Services | 26.97 | 29.3 |
| Technology | 7.09 | 11.91 |
| Consumer Cyclical | 12.91 | 13.35 |
| Basic Materials | 11.51 | 9.05 |
| Industrials | 17.06 | 13.23 |
| Consumer Defensive | 1.56 | 2.48 |
| Healthcare | 7.5 | 7.58 |
| Real Estate | 0.88 | 2.41 |
| Utilities | 3.4 | 1.8 |
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