- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.91% | 0.2% |
| 6 Month | 14.74% | 14.04% |
| 1 Year | -0.4% | -1% |
| 3 Year | 19.91% | 21.33% |
| 5 Year | 21.81% | 25.98% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.26% | 2.71% |
| 1 Year | 14.77% | 14.3% |
| 3 Year | 17.16% | 17.65% |
| 5 Year | 17.77% | 19.4% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.75% | 13.35% |
| 3 Year | 15.77% | 11.41% |
| 5 Year | 15.2% | 11.57% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.82% | 13.88% |
| Sharp | 0.93% | 0.95% |
| Beta | 0.93% | 1.04% |
| Alpha | 3.72% | 4.04% |
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 | 4.65 | 4.17 |
| Large Cap | 52.88 | 44.14 |
| Mid Cap | 36.9 | 38.13 |
| Small Cap | 5.57 | 13.55 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 1.37 | 1.21 |
| Communication Services | 3.04 | 3.21 |
| Energy | 5.51 | 2.98 |
| Financial Services | 23.55 | 29.96 |
| Technology | 8.34 | 10.15 |
| Consumer Cyclical | 14.02 | 14.27 |
| Basic Materials | 12.4 | 6.48 |
| Industrials | 17.45 | 10.43 |
| Consumer Defensive | 1.67 | 2.64 |
| Healthcare | 7.29 | 12.67 |
| Real Estate | 0.93 | 2.41 |
| Utilities | 4.43 | 3.6 |
Top Comparisons
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns21.6%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns22.23%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.57%
HSBC Money Market Fund - Regular Growth
3Y Returns7.26%
Sundaram Liquid Fund (G)
3Y Returns6.95%
PGIM India Liquid Fund - Growth
3Y Returns6.99%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns17.28%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns28.76%
