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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) | ₹29961 Cr | ₹9406 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 | 0.15% | -3.35% |
| 6 Month | 2.55% | -3.44% |
| 1 Year | 11.23% | 9.72% |
| 3 Year | 19.18% | 23.01% |
| 5 Year | 17.53% | 17.79% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 2.02% | -2.58% |
| 1 Year | 12.97% | 7.34% |
| 3 Year | 14.31% | 18.41% |
| 5 Year | 16.04% | 18.64% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 15.44% | 13.32% |
| 3 Year | 15.98% | 14.84% |
| 5 Year | 15.38% | 15.05% |
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 | 6.45 | 7.94 |
| Large Cap | 52.57 | 29.32 |
| Mid Cap | 36.01 | 42.57 |
| Small Cap | 4.98 | 20.16 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 2.24 | 1.5 |
| Communication Services | 3.09 | 1.61 |
| Energy | 5.79 | - |
| Financial Services | 26.97 | 30.26 |
| Technology | 7.09 | 6.01 |
| Consumer Cyclical | 12.91 | 20.42 |
| Basic Materials | 11.51 | 3.15 |
| Industrials | 17.06 | 11.16 |
| Consumer Defensive | 1.56 | - |
| Healthcare | 7.5 | 18.7 |
| Real Estate | 0.88 | 7.19 |
| Utilities | 3.4 | - |
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