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) | ₹27046 Cr | ₹3914 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 | 3.5% | 4% |
6 Month | 1.33% | -0.08% |
1 Year | 2.8% | 5.27% |
3 Year | 24.29% | 23.48% |
5 Year | 24.31% | 24.79% |
SIP Return Analysis
Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 11.11% | 11.19% |
1 Year | 12.07% | 11.98% |
3 Year | 20.83% | 20.77% |
5 Year | 20.43% | 19.88% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.44% | 12.13% |
3 Year | 15.54% | 13.7% |
5 Year | 15.02% | 14.13% |
Risk Management
Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.06% | 14.81% |
Sharp | 0.98% | 0.86% |
Beta | 0.93% | 0.98% |
Alpha | 3.82% | 2.20% |
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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 | 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 Large & Midcap 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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