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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) | ₹28084 Cr | ₹26406 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 | -1.21% | -1.38% |
| 6 Month | 13.27% | 13.06% |
| 1 Year | -0.6% | -0.84% |
| 3 Year | 19.43% | 20.94% |
| 5 Year | 21.98% | 25.06% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.1% | 2.94% |
| 1 Year | 7.04% | 7.51% |
| 3 Year | 17.42% | 18.58% |
| 5 Year | 18.35% | 20.58% |
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 | 12.90% | 13.97% |
| Sharp | 0.98% | 1.00% |
| Beta | 0.91% | 1.02% |
| Alpha | 4.17% | 4.48% |
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 |
Top Comparisons
Kotak Aggressive Hybrid Fund - Growth
3Y Returns15.43%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.49%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns17.63%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.46%
Tata Multi Asset Allocation Fund-Regular Plan-Growth
3Y Returns14.78%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns18.95%
PGIM India Aggressive Hybrid Equity Fund - Growth Option
3Y Returns12.64%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.49%
