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 | 5.64% | 6.31% |
6 Month | -5.73% | -6.31% |
1 Year | 4.12% | 8.83% |
3 Year | 18.84% | 18.06% |
5 Year | 25.15% | 24.73% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.45% | -0.93% |
1 Year | -5.5% | -5.43% |
3 Year | 16.62% | 15.97% |
5 Year | 18.26% | 17.46% |
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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