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Kotak Equity Opportunities Fund vs Edelweiss Large & Mid Cap Fund compare
Kotak Large & Midcap Fund - Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹29516 Cr | ₹4347 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 09 Sep 2004 | 14 Jun 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% | 30% |
| Expense Ratio | 1.61 | 1.87 |
| Manager | Harsha Upadhyaya | Trideep Bhattacharya |
| ISIN Code | INF174K01187 | INF843K01047 |
| 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 | Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1% | 1.92% |
| 6 Month | 6.64% | 6.67% |
| 1 Year | 5.38% | 4.01% |
| 3 Year | 18.41% | 17.27% |
| 5 Year | 19.81% | 19.7% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.66% | 4.25% |
| 1 Year | 17.36% | 16.56% |
| 3 Year | 16.99% | 16.82% |
| 5 Year | 17.71% | 16.84% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.65% | 11.7% |
| 3 Year | 15.91% | 14.2% |
| 5 Year | 15.33% | 14.33% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.87% | 13.65% |
| Sharp | 0.97% | 0.77% |
| Beta | 0.89% | 0.97% |
| Alpha | 1.18% | -1.05% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Trideep Bhattacharya |
| Total AUM | ₹139411 Cr | ₹0 Cr |
| Funds Managed | 11 | 9 |
| Kotak Large & Midcap Fund - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.45 | 4.93 |
| Large Cap | 52.77 | 46.2 |
| Mid Cap | 34.7 | 36.57 |
| Small Cap | 5.08 | 12.31 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.27 | 1.95 |
| Communication Services | 3.08 | 2.43 |
| Energy | 5.98 | 4.19 |
| Financial Services | 25.21 | 28.71 |
| Technology | 7.04 | 12.01 |
| Consumer Cyclical | 13.03 | 11.93 |
| Basic Materials | 11.59 | 9.29 |
| Industrials | 17.32 | 14.36 |
| Consumer Defensive | 1.58 | 2.59 |
| Healthcare | 7 | 8 |
| Real Estate | 0.96 | 2.58 |
| Utilities | 3.94 | 1.96 |
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