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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) | ₹30039 Cr | ₹9344 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| 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 | -2.11% | -5.86% |
| 6 Month | 0.52% | -7.59% |
| 1 Year | 10.76% | 9.63% |
| 3 Year | 18.62% | 22.07% |
| 5 Year | 17.65% | 17.43% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 1.35% | -4.25% |
| 1 Year | 12.66% | 4.59% |
| 3 Year | 14.43% | 17.55% |
| 5 Year | 16.22% | 18.33% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 15.37% | 13.29% |
| 3 Year | 16% | 14.87% |
| 5 Year | 15.39% | 15.07% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | 11.87% | 12.64% |
| Sharp | 1.01% | 1.14% |
| Beta | 0.9% | 1.01% |
| Alpha | 1.11% | 3.7% |
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 | 7.24 | 9.19 |
| Large Cap | 51.63 | 30.19 |
| Mid Cap | 36.04 | 40.99 |
| Small Cap | 5.09 | 19.62 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 2.84 | 2.25 |
| Communication Services | 3.11 | 1.72 |
| Energy | 6.04 | - |
| Financial Services | 27.43 | 29.54 |
| Technology | 7.09 | 5.35 |
| Consumer Cyclical | 13.11 | 20.26 |
| Basic Materials | 11.57 | 3.04 |
| Industrials | 16.03 | 12.01 |
| Consumer Defensive | 1.51 | - |
| Healthcare | 7.35 | 18.77 |
| Real Estate | 0.89 | 7.06 |
| Utilities | 3.01 | - |
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