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) | ₹27046 Cr | ₹25412 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 | 3.5% | 4.16% |
6 Month | 1.33% | 2.97% |
1 Year | 2.8% | 5.05% |
3 Year | 24.29% | 26.24% |
5 Year | 24.31% | 28.52% |
SIP Return Analysis
Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
6 Month | 11.11% | 11.23% |
1 Year | 12.07% | 12.85% |
3 Year | 20.83% | 22.26% |
5 Year | 20.43% | 23% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large & Midcap 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 Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Standard Deviation | 14.06% | 14.90% |
Sharp | 0.98% | 1.02% |
Beta | 0.93% | 1.01% |
Alpha | 3.82% | 4.36% |
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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 | 3.73 | 4.34 |
Large Cap | 55.41 | 46.49 |
Mid Cap | 35.34 | 34.71 |
Small Cap | 5.52 | 14.47 |
Sector Allocation
Scheme Name |
Kotak Large & Midcap Fund - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 2.58 | 2.25 |
Communication Services | 3.14 | 3.28 |
Energy | 5.97 | 3.22 |
Financial Services | 23.82 | 31.36 |
Technology | 8.77 | 9.59 |
Consumer Cyclical | 12.32 | 12.33 |
Industrials | 17.25 | 11.32 |
Consumer Defensive | 1.74 | 2.65 |
Healthcare | 7.34 | 12.19 |
Basic Materials | 10.61 | 6.2 |
Real Estate | 0.95 | 1.68 |
Utilities | 5.5 | 3.92 |
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