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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) | ₹28381 Cr | ₹8441 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 | 2.79% | 3.54% |
| 6 Month | 11.13% | 14.74% |
| 1 Year | 5.99% | 12.52% |
| 3 Year | 18.91% | 24.49% |
| 5 Year | 22.49% | 23.84% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 1.2% | 0.16% |
| 1 Year | 10.44% | 12.44% |
| 3 Year | 15.3% | 22.41% |
| 5 Year | 16.65% | 20.64% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 15.75% | 13.51% |
| 3 Year | 15.77% | 14.64% |
| 5 Year | 15.2% | 14.97% |
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% | 1.01% |
| Alpha | 0.96% | 4.98% |
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 | 7.33 | 6.09 |
| Large Cap | 52.07 | 31.11 |
| Mid Cap | 34.89 | 42.59 |
| Small Cap | 5.71 | 20.21 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 3.78 | 0.2 |
| Communication Services | 2.93 | 1.58 |
| Energy | 5.84 | - |
| Financial Services | 24.06 | 27.61 |
| Technology | 7.11 | 7.94 |
| Consumer Cyclical | 13.66 | 20.78 |
| Basic Materials | 12.15 | 3.81 |
| Industrials | 16.73 | 11.78 |
| Consumer Defensive | 1.59 | - |
| Healthcare | 7.04 | 19.65 |
| Real Estate | 0.89 | 6.65 |
| Utilities | 4.21 | - |
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