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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) | ₹27655 Cr | ₹26158 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 | 2.54% | 2.81% |
| 6 Month | 16.15% | 16.58% |
| 1 Year | -1.54% | -2.32% |
| 3 Year | 17.6% | 19.37% |
| 5 Year | 22.5% | 25.64% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 4.14% | 4.07% |
| 1 Year | 11.62% | 12.32% |
| 3 Year | 17.22% | 18.23% |
| 5 Year | 17.89% | 19.9% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 16.03% | 13.53% |
| 3 Year | 15.68% | 11.24% |
| 5 Year | 15.12% | 11.53% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 13.00% | 14.05% |
| Sharp | 0.81% | 0.85% |
| Beta | 0.92% | 1.03% |
| Alpha | 3.84% | 4.53% |
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 | 5.13 | 3.57 |
| Large Cap | 51.8 | 44.13 |
| Mid Cap | 37.95 | 38.11 |
| Small Cap | 5.12 | 14.19 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 1.82 | 0.65 |
| Communication Services | 3.05 | 3.21 |
| Energy | 5.73 | 3.12 |
| Financial Services | 24.02 | 30.65 |
| Technology | 8.23 | 9.6 |
| Consumer Cyclical | 12.87 | 13.7 |
| Basic Materials | 11.78 | 6.59 |
| Industrials | 17.14 | 10.83 |
| Consumer Defensive | 1.62 | 2.6 |
| Healthcare | 7.71 | 12.95 |
| Real Estate | 0.93 | 2.4 |
| Utilities | 5.11 | 3.7 |
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