- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹27655 Cr | ₹8125 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 | 3.39% | 2.5% |
| 6 Month | 17.53% | 26.16% |
| 1 Year | -0.67% | 6.28% |
| 3 Year | 18.87% | 25.33% |
| 5 Year | 22.08% | 23.87% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 4.14% | 6.38% |
| 1 Year | 11.62% | 21.53% |
| 3 Year | 17.22% | 26.59% |
| 5 Year | 17.89% | 22.88% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 16.03% | 13.56% |
| 3 Year | 15.68% | 14.49% |
| 5 Year | 15.12% | 14.94% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | 13.00% | 12.64% |
| Sharp | 0.81% | 1.14% |
| Beta | 0.92% | 1% |
| Alpha | 3.84% | 5.8% |
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 | 4.65 | 5.91 |
| Large Cap | 52.88 | 32.05 |
| Mid Cap | 36.9 | 43.01 |
| Small Cap | 5.57 | 19.03 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 1.37 | 0.58 |
| Communication Services | 3.04 | 1.69 |
| Energy | 5.51 | - |
| Financial Services | 23.55 | 27.29 |
| Technology | 8.34 | 5.99 |
| Consumer Cyclical | 14.02 | 20.16 |
| Basic Materials | 12.4 | 4.33 |
| Industrials | 17.45 | 13.09 |
| Consumer Defensive | 1.67 | - |
| Healthcare | 7.29 | 20.02 |
| Real Estate | 0.93 | 6.87 |
| Utilities | 4.43 | - |
Top Comparisons
ICICI Prudential Value Fund - Growth
3Y Returns22.25%
HSBC Value Fund - Regular Growth
3Y Returns23.67%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns26.47%
Quant Infrastructure Fund - Growth Option
3Y Returns16.97%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns15.1%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns15.1%
Kotak Flexicap Fund - Growth
3Y Returns16.88%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns20.03%
