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INVESCO INDIA LARGE & MID CAP FUND vs Kotak Equity Opportunities Fund compare

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tortoise-icon Kotak Large & Midcap Fund - Growth

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tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹27046 Cr ₹7274 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 3.61% 3.99%
6 Month 2.66% 3.34%
1 Year 2.44% 12.27%
3 Year 24.12% 29.59%
5 Year 24.26% 25.66%

SIP Return Analysis

Scheme Name Kotak Large & Midcap Fund - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
6 Month 11.19% 13.34%
1 Year 13.36% 21.5%
3 Year 20.23% 28.37%
5 Year 20.1% 24%

Rolling Lumpsum Returns

Scheme Name Kotak Large & Midcap Fund - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Year 16.44% 13.54%
3 Year 15.54% 14.39%
5 Year 15.02% 14.88%

Risk Management

Scheme Name Kotak Large & Midcap Fund - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
Standard Deviation 13.65% 15.13%
Sharp 1.21% 1.42%
Beta 0.93% 0.99%
Alpha 3.99% 8.21%

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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 3.73 0.58
Large Cap 55.41 35.08
Mid Cap 35.34 43.02
Small Cap 5.52 21.32

Sector Allocation

Scheme Name

Kotak Large & Midcap Fund - Growth

INVESCO INDIA LARGE & MID CAP FUND - Growth

Others 2.58 0.58
Communication Services 3.14 -
Energy 5.97 -
Financial Services 23.82 -
Technology 8.77 -
Consumer Cyclical 12.32 -
Industrials 17.25 -
Consumer Defensive 1.74 -
Healthcare 7.34 -
Basic Materials 10.61 -
Real Estate 0.95 -
Utilities 5.5 -
Telecom - Services - 1.83
Retailing - 14.58
Healthcare Services - 8.71
Realty - 7.41
Insurance - 4.45
Banks - 9.55
Consumer Durables - 5.01
Leisure Services - 1.74
IT - Software - 5.61
Industrial Products - 4.62
Electrical Equipment - 3
Capital Markets - 7.52
Finance - 7.39
Ferrous Metals - 0.89
Auto Components - 1.15
Automobiles - 2.02
Pharmaceuticals & Biotechnology - 4.62
Transport Services - 4.86
Cement & Cement Products - 3.11
Industrial Manufacturing - 1.35

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