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Kotak Equity Opportunities Fund vs HDFC Large and Mid Cap Fund compare
Kotak Large & Midcap Fund - Growth
HDFC Large and Mid Cap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹29961 Cr | ₹28892 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 09 Sep 2004 | 18 Feb 1994 |
| 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% | 9.01% |
| Expense Ratio | 1.61 | 1.66 |
| Manager | Harsha Upadhyaya | Dhruv Muchhal |
| ISIN Code | INF174K01187 | INF179KA1RT1 |
| 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 | HDFC Large and Mid Cap Fund - Regular - 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 | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Month | -0.09% | -1.27% |
| 6 Month | 4.29% | 3.02% |
| 1 Year | 1.69% | 2.25% |
| 3 Year | 18.17% | 19.08% |
| 5 Year | 19.2% | 22.04% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.14% | 1.12% |
| 1 Year | 16.01% | 13.75% |
| 3 Year | 15.81% | 15.75% |
| 5 Year | 16.84% | 17.91% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.6% | 13.19% |
| 3 Year | 15.94% | 13.1% |
| 5 Year | 15.33% | 12.3% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.87% | 13.88% |
| Sharp | 0.97% | 0.89% |
| Beta | 0.9% | 1.01% |
| Alpha | 1.32% | 0.81% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Dhruv Muchhal |
| Total AUM | ₹139411 Cr | ₹520687 Cr |
| Funds Managed | 11 | 40 |
| Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 7.45 | 5.29 |
| Large Cap | 52.77 | 43.58 |
| Mid Cap | 34.7 | 38.14 |
| Small Cap | 5.08 | 12.99 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 3.27 | 1.87 |
| Communication Services | 3.08 | 3.23 |
| Energy | 5.98 | 3.22 |
| Financial Services | 25.21 | 30.26 |
| Technology | 7.04 | 9.69 |
| Consumer Cyclical | 13.03 | 13.57 |
| Basic Materials | 11.59 | 6.63 |
| Industrials | 17.32 | 10.06 |
| Consumer Defensive | 1.58 | 2.8 |
| Healthcare | 7 | 12.61 |
| Real Estate | 0.96 | 2.46 |
| Utilities | 3.94 | 3.6 |
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