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HDFC Large and Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
HDFC Large and Mid Cap Fund - Growth Option
Chart Comparison
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) | ₹29961 Cr | ₹28892 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 | 0.49% | 0.24% |
| 6 Month | 5.26% | 3.91% |
| 1 Year | 5.98% | 6.6% |
| 3 Year | 20.33% | 21.72% |
| 5 Year | 19.22% | 22.55% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 0.77% | 0.1% |
| 1 Year | 11.79% | 10.09% |
| 3 Year | 15.24% | 15.32% |
| 5 Year | 16.77% | 17.97% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.57% | 13.17% |
| 3 Year | 15.95% | 13.15% |
| 5 Year | 15.36% | 12.33% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.87% | 13.88% |
| Sharp | 0.97% | 0.89% |
| Beta | 0.9% | 1.01% |
| Alpha | 1.32% | 0.81% |
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 | 6.45 | 5.09 |
| Large Cap | 52.57 | 44.28 |
| Mid Cap | 36.01 | 38.78 |
| Small Cap | 4.98 | 11.85 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 2.24 | 1.02 |
| Communication Services | 3.09 | 3.22 |
| Energy | 5.79 | 3.16 |
| Financial Services | 26.97 | 31.25 |
| Technology | 7.09 | 10.31 |
| Consumer Cyclical | 12.91 | 13.6 |
| Basic Materials | 11.51 | 6.59 |
| Industrials | 17.06 | 9.8 |
| Consumer Defensive | 1.56 | 2.91 |
| Healthcare | 7.5 | 12.4 |
| Real Estate | 0.88 | 2.34 |
| Utilities | 3.4 | 3.4 |
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