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INVESCO INDIA LARGE & MID CAP FUND vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹29516 Cr | ₹9034 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Sep 2004 | 09 Aug 2007 |
| 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% | 73% |
| Expense Ratio | 1.61 | 1.8 |
| Manager | Harsha Upadhyaya | Aditya Khemani |
| ISIN Code | INF174K01187 | INF205K01247 |
| 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 | Invesco India Large & Mid Cap 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 | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Month | 1.23% | -0.64% |
| 6 Month | 6.48% | 8.95% |
| 1 Year | 8.63% | 15.14% |
| 3 Year | 19.19% | 24.61% |
| 5 Year | 20.79% | 22.33% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 2.65% | 0.54% |
| 1 Year | 15.17% | 17.07% |
| 3 Year | 16.62% | 23.61% |
| 5 Year | 17.37% | 21.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 15.73% | 13.39% |
| 3 Year | 15.89% | 14.75% |
| 5 Year | 15.3% | 15.01% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | 12.77% | 12.64% |
| Sharp | 0.91% | 1.18% |
| Beta | 0.90% | 1% |
| Alpha | 0.96% | 4.73% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Aditya Khemani |
| Total AUM | ₹139411 Cr | ₹12070 Cr |
| Funds Managed | 11 | 3 |
| Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 7.45 | 6.93 |
| Large Cap | 52.77 | 30.32 |
| Mid Cap | 34.7 | 41.98 |
| Small Cap | 5.08 | 20.77 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 3.27 | 0.73 |
| Communication Services | 3.08 | 1.65 |
| Energy | 5.98 | - |
| Financial Services | 25.21 | 29.75 |
| Technology | 7.04 | 6.17 |
| Consumer Cyclical | 13.03 | 20.27 |
| Basic Materials | 11.59 | 3.45 |
| Industrials | 17.32 | 11.1 |
| Consumer Defensive | 1.58 | - |
| Healthcare | 7 | 19.25 |
| Real Estate | 0.96 | 7.65 |
| Utilities | 3.94 | - |
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