HDFC Large and Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
HDFC Large and Mid Cap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24534 Cr | ₹23140 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 Equity Opportunities Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Month | 2.56% | 3.51% |
6 Month | -4.73% | -3.36% |
1 Year | 4.8% | 6.63% |
3 Year | 17.81% | 19.89% |
5 Year | 24.76% | 28.93% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
6 Month | 0.32% | 1.59% |
1 Year | -6.52% | -3.84% |
3 Year | 17.07% | 19.08% |
5 Year | 18.65% | 21.77% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Year | 16.98% | 14.17% |
3 Year | 15.39% | 10.86% |
5 Year | 14.87% | 11.39% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Standard Deviation | 14.018% | 14.902% |
Sharp | 0.647% | 0.746% |
Beta | 0.929% | 1.012% |
Alpha | 3.063% | 4.586% |
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Fund Managers
Scheme Name | Kotak Equity Opportunities 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 Equity Opportunities Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 4.51 | 1.86 |
Large Cap | 54.26 | 46.7 |
Mid Cap | 35.22 | 36.35 |
Small Cap | 6.01 | 15.1 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 3.44 | 1.03 |
Communication Services | 2.5 | 2.8 |
Energy | 5.77 | 3.19 |
Financial Services | 20.63 | 30.96 |
Technology | 10.67 | 11.17 |
Consumer Cyclical | 13.42 | 13.16 |
Industrials | 16.41 | 11.76 |
Consumer Defensive | 1.89 | 2.49 |
Healthcare | 8.56 | 12.81 |
Basic Materials | 10.21 | 5.38 |
Real Estate | 0.86 | 1.35 |
Utilities | 5.64 | 3.91 |
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