Kotak Equity Opportunities Fund vs ICICI Prudential Large & Mid Cap Fund compare

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ICICI Prudential Large & Mid Cap Fund - Growth

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Kotak Equity Opportunities Fund - Growth

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Chart Comparison

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

Overview

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Kotak Equity Opportunities Fund - Growth
Fund	ICICI Prudential Large & Mid Cap Fund - Growth	Kotak Equity Opportunities Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹18624 Cr	₹24534 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	09 Jul 1998	09 Sep 2004
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	55%	14.92%
Expense Ratio	1.7	1.61
Manager	Sharmila D'mello	Harsha Upadhyaya
ISIN Code	INF109K01431	INF174K01187
Exits Load	ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Kotak Equity Opportunities Fund - Growth
1 Month	5.92%	6.94%
6 Month	7.08%	1.57%
1 Year	14.64%	7.56%
3 Year	25.69%	22.59%
5 Year	31.43%	26.42%

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Kotak Equity Opportunities Fund - Growth
6 Month	2.94%	0.14%
1 Year	1.96%	-7.02%
3 Year	20.31%	15.57%
5 Year	22.46%	17.55%

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Kotak Equity Opportunities Fund - Growth
1 Year	15.75%	16.98%
3 Year	15.59%	15.39%
5 Year	15.62%	14.87%

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Kotak Equity Opportunities Fund - Growth
Standard Deviation	12.563%	14.018%
Sharp	0.987%	0.647%
Beta	0.848%	0.929%
Alpha	6.911%	3.063%

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Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Kotak Equity Opportunities Fund - Growth
Name	Sharmila D'mello	Harsha Upadhyaya
Total AUM	₹354743 Cr	₹139411 Cr
Funds Managed	35	11
	ICICI Prudential Large & Mid Cap Fund - Growth	Kotak Equity Opportunities Fund - Growth

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Kotak Equity Opportunities Fund - Growth
Others	6.9	4.51
Large Cap	45.29	54.26
Mid Cap	37.45	35.22
Small Cap	10.36	6.01

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Kotak Equity Opportunities Fund - Growth
Others	6.59	3.44
Basic Materials	13.72	10.21
Energy	3.45	5.77
Technology	3.66	10.67
Healthcare	4.64	8.56
Consumer Defensive	8.68	1.89
Industrials	7.93	16.41
Financial Services	22.79	20.63
Consumer Cyclical	23.75	13.42
Real Estate	0	0.86
Communication Services	2.43	2.5
Utilities	2.34	5.64