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) | ₹28084 Cr | ₹4063 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 | -2.13% | -2.1% |
6 Month | 12.72% | 11.16% |
1 Year | 1.37% | 2.02% |
3 Year | 18.34% | 16.8% |
5 Year | 22.31% | 21.82% |
SIP Return Analysis
Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.93% | 3.51% |
1 Year | 5.54% | 3.57% |
3 Year | 16.49% | 15.98% |
5 Year | 17.69% | 16.75% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.03% | 11.94% |
3 Year | 15.68% | 13.85% |
5 Year | 15.12% | 14.2% |
Risk Management
Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.90% | 13.75% |
Sharp | 0.98% | 0.82% |
Beta | 0.91% | 0.98% |
Alpha | 4.17% | 2.21% |
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 | 5.13 | 5.86 |
Large Cap | 51.8 | 44.8 |
Mid Cap | 37.95 | 36.98 |
Small Cap | 5.12 | 12.37 |
Sector Allocation
Scheme Name |
Kotak Large & Midcap Fund - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.82 | 3.06 |
Communication Services | 3.05 | 2.45 |
Energy | 5.73 | 4.73 |
Financial Services | 24.02 | 27.9 |
Technology | 8.23 | 11.27 |
Consumer Cyclical | 12.87 | 11.71 |
Basic Materials | 11.78 | 10.86 |
Industrials | 17.14 | 13.07 |
Consumer Defensive | 1.62 | 2.11 |
Healthcare | 7.71 | 9.15 |
Real Estate | 0.93 | 1.87 |
Utilities | 5.11 | 1.82 |
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