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ICICI Prudential Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare
ICICI Prudential Large & Mid Cap Fund - Growth
Kotak Large & Midcap Fund - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Fund | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹25753 Cr | ₹29516 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Jul 1998 | 09 Sep 2004 |
| 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 | 55% | 14.92% |
| Expense Ratio | 1.7 | 1.61 |
| Manager | Sharmila D'mello | Harsha Upadhyaya |
| ISIN Code | INF109K01431 | INF174K01187 |
| Exits Load | ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Month | 1.02% | 0.51% |
| 6 Month | 6.47% | 6.09% |
| 1 Year | 11.06% | 4.11% |
| 3 Year | 20.4% | 18.22% |
| 5 Year | 24.36% | 19.6% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 4.67% | 3.66% |
| 1 Year | 19.25% | 17.36% |
| 3 Year | 20.01% | 16.99% |
| 5 Year | 20.92% | 17.71% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Year | 15.16% | 15.65% |
| 3 Year | 17.17% | 15.91% |
| 5 Year | 15.71% | 15.33% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.05% | 11.87% |
| Sharp | 1.23% | 0.97% |
| Beta | 0.81% | 0.89% |
| Alpha | 4.15% | 1.18% |
Fund Managers
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Name | Sharmila D'mello | Harsha Upadhyaya |
| Total AUM | ₹354743 Cr | ₹139411 Cr |
| Funds Managed | 35 | 11 |
| ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 9.19 | 7.45 |
| Large Cap | 41.77 | 52.77 |
| Mid Cap | 37.37 | 34.7 |
| Small Cap | 11.68 | 5.08 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 7.94 | 3.27 |
| Energy | 4.68 | 5.98 |
| Technology | 6.31 | 7.04 |
| Healthcare | 5.24 | 7 |
| Basic Materials | 9.55 | 11.59 |
| Consumer Defensive | 6.92 | 1.58 |
| Industrials | 8.42 | 17.32 |
| Financial Services | 21.75 | 25.21 |
| Consumer Cyclical | 22.23 | 13.03 |
| Real Estate | 1.23 | 0.96 |
| Communication Services | 3.83 | 3.08 |
| Utilities | 1.9 | 3.94 |
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