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Kotak Equity Opportunities Fund vs HDFC Large and Mid Cap Fund compare

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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Chart Comparison

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

Overview

Scheme Name Kotak Equity Opportunities Fund - Growth HDFC Large and Mid Cap Fund - Growth Option
Fund Kotak Equity Opportunities Fund - Growth HDFC Large and Mid Cap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹24534 Cr ₹23140 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 Equity Opportunities Fund - Growth HDFC Large and Mid Cap Fund - Growth Option
1 Month 3.69% 3.55%
6 Month -3.52% -1.4%
1 Year 1.43% 4.03%
3 Year 23.56% 25%
5 Year 24.82% 28.89%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth HDFC Large and Mid Cap Fund - Growth Option
6 Month 8.57% 8.84%
1 Year 6.17% 7.29%
3 Year 18.84% 20.23%
5 Year 19.3% 21.82%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth HDFC Large and Mid Cap Fund - Growth Option
1 Year 16.44% 13.8%
3 Year 15.54% 11.12%
5 Year 15.02% 11.46%

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation 14.018% 14.902%
Sharp 0.647% 0.746%
Beta 0.929% 1.012%
Alpha 3.063% 4.586%

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Fund Managers

Scheme Name Kotak Equity Opportunities 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 Equity Opportunities Fund - Growth HDFC Large and Mid Cap Fund - Growth Option

Market Cap

Scheme Name

Kotak Equity Opportunities Fund - Growth

HDFC Large and Mid Cap Fund - Growth Option

Others 4.51 1.86
Large Cap 54.26 46.7
Mid Cap 35.22 36.35
Small Cap 6.01 15.1

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

HDFC Large and Mid Cap Fund - Growth Option

Others 3.44 1.03
Communication Services 2.5 2.8
Energy 5.77 3.19
Financial Services 20.63 30.96
Technology 10.67 11.17
Consumer Cyclical 13.42 13.16
Industrials 16.41 11.76
Consumer Defensive 1.89 2.49
Healthcare 8.56 12.81
Basic Materials 10.21 5.38
Real Estate 0.86 1.35
Utilities 5.64 3.91

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