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Kotak Equity Opportunities Fund vs ICICI Prudential Large & Mid Cap Fund compare
ICICI Prudential Large & Mid Cap Fund - Growth
Kotak Large & Midcap Fund - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Fund | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹23698 Cr | ₹27655 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Month | 5.19% | 3.39% |
| 6 Month | 15.97% | 17.53% |
| 1 Year | 2.57% | -0.67% |
| 3 Year | 21.73% | 18.87% |
| 5 Year | 27.02% | 22.08% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 4.22% | 4.14% |
| 1 Year | 14.8% | 11.62% |
| 3 Year | 20.36% | 17.22% |
| 5 Year | 21.41% | 17.89% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Year | 15.37% | 16.03% |
| 3 Year | 15.84% | 15.68% |
| 5 Year | 15.76% | 15.12% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.90% | 13.00% |
| Sharp | 1.08% | 0.81% |
| Beta | 0.86% | 0.92% |
| Alpha | 6.56% | 3.84% |
Fund Managers
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap 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 Large & Midcap Fund - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 5.4 | 4.65 |
| Large Cap | 46.14 | 52.88 |
| Mid Cap | 37.36 | 36.9 |
| Small Cap | 11.1 | 5.57 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 4.62 | 1.37 |
| Energy | 3.91 | 5.51 |
| Technology | 6.02 | 8.34 |
| Healthcare | 5.95 | 7.29 |
| Basic Materials | 10.75 | 12.4 |
| Consumer Defensive | 8.57 | 1.67 |
| Industrials | 8.74 | 17.45 |
| Financial Services | 20.67 | 23.55 |
| Consumer Cyclical | 23.54 | 14.02 |
| Real Estate | 1.22 | 0.93 |
| Communication Services | 3.96 | 3.04 |
| Utilities | 2.06 | 4.43 |
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