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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) | ₹23246 Cr | ₹28084 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 | -2.39% | -2.13% |
| 6 Month | 8.72% | 12.72% |
| 1 Year | 4.09% | 1.37% |
| 3 Year | 20.38% | 18.34% |
| 5 Year | 26.36% | 22.31% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 1.59% | 3.93% |
| 1 Year | 4.9% | 5.54% |
| 3 Year | 18.38% | 16.49% |
| 5 Year | 20.61% | 17.69% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Year | 15.37% | 16.03% |
| 3 Year | 15.84% | 15.68% |
| 5 Year | 15.76% | 15.12% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.94% | 12.90% |
| Sharp | 1.18% | 0.98% |
| Beta | 0.86% | 0.91% |
| Alpha | 5.96% | 4.17% |
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 | 8.49 | 5.13 |
| Large Cap | 43.86 | 51.8 |
| Mid Cap | 36.74 | 37.95 |
| Small Cap | 10.91 | 5.12 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 8.37 | 1.82 |
| Energy | 3.8 | 5.73 |
| Technology | 6.33 | 8.23 |
| Healthcare | 5.62 | 7.71 |
| Basic Materials | 11.57 | 11.78 |
| Consumer Defensive | 8.31 | 1.62 |
| Industrials | 8.62 | 17.14 |
| Financial Services | 18.21 | 24.02 |
| Consumer Cyclical | 23.11 | 12.87 |
| Real Estate | 1.06 | 0.93 |
| Communication Services | 2.88 | 3.05 |
| Utilities | 2.1 | 5.11 |
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