HDFC Large and Mid Cap Fund vs Kotak Equity Opportunities Fund compare

HDFC Large and Mid Cap Fund vs Kotak Equity Opportunities Fund compare

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Kotak Large & Midcap Fund - Growth

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HDFC Large and Mid Cap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Large & Midcap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
Fund	Kotak Large & Midcap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹28381 Cr	₹26949 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	09 Sep 2004	18 Feb 1994
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%	9.01%
Expense Ratio	1.61	1.66
Manager	Harsha Upadhyaya	Dhruv Muchhal
ISIN Code	INF174K01187	INF179KA1RT1
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	HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Kotak Large & Midcap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
1 Month	2.13%	3.02%
6 Month	10.42%	10.06%
1 Year	6.09%	6.81%
3 Year	18.63%	20.53%
5 Year	22.11%	26.43%

SIP Return Analysis

Scheme Name	Kotak Large & Midcap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
6 Month	4.05%	4.39%
1 Year	16.35%	16.85%
3 Year	17.27%	18.09%
5 Year	17.79%	19.54%

Rolling Lumpsum Returns

Scheme Name	Kotak Large & Midcap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
1 Year	15.75%	13.35%
3 Year	15.77%	11.41%
5 Year	15.2%	11.57%

Risk Management

Scheme Name	Kotak Large & Midcap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation	12.77%	13.90%
Sharp	0.91%	0.96%
Beta	0.90%	1.01%
Alpha	0.96%	1.34%

Fund Managers

Scheme Name	Kotak Large & Midcap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
Name	Harsha Upadhyaya	Dhruv Muchhal
Total AUM	₹139411 Cr	₹520687 Cr
Funds Managed	11	40
	Kotak Large & Midcap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option

Market Cap

Scheme Name	Kotak Large & Midcap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
Others	7.33	3.81
Large Cap	52.07	44.55
Mid Cap	34.89	38.19
Small Cap	5.71	13.45

Sector Allocation

Scheme Name	Kotak Large & Midcap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
Others	3.78	0.73
Communication Services	2.93	3.14
Energy	5.84	3.18
Financial Services	24.06	30.08
Technology	7.11	9.66
Consumer Cyclical	13.66	14.45
Basic Materials	12.15	6.85
Industrials	16.73	10.27
Consumer Defensive	1.59	2.74
Healthcare	7.04	12.85
Real Estate	0.89	2.33
Utilities	4.21	3.73

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