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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) | ₹24424 Cr | ₹28381 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 | 2.58% | 2.13% |
| 6 Month | 8.85% | 10.42% |
| 1 Year | 10.01% | 6.09% |
| 3 Year | 21.25% | 18.63% |
| 5 Year | 27.22% | 22.11% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 4.9% | 4.05% |
| 1 Year | 18.18% | 16.35% |
| 3 Year | 20.11% | 17.27% |
| 5 Year | 20.96% | 17.79% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Year | 15.24% | 15.75% |
| 3 Year | 15.96% | 15.77% |
| 5 Year | 15.81% | 15.2% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.69% | 12.77% |
| Sharp | 1.16% | 0.91% |
| Beta | 0.81% | 0.90% |
| Alpha | 3.99% | 0.96% |
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 | 5.28 | 7.33 |
| Large Cap | 45.94 | 52.07 |
| Mid Cap | 37.53 | 34.89 |
| Small Cap | 11.25 | 5.71 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 4.31 | 3.78 |
| Energy | 4.41 | 5.84 |
| Technology | 6.23 | 7.11 |
| Healthcare | 5.79 | 7.04 |
| Basic Materials | 10.48 | 12.15 |
| Consumer Defensive | 8.03 | 1.59 |
| Industrials | 8.41 | 16.73 |
| Financial Services | 21.85 | 24.06 |
| Consumer Cyclical | 22.89 | 13.66 |
| Real Estate | 1.47 | 0.89 |
| Communication Services | 4.07 | 2.93 |
| Utilities | 2.06 | 4.21 |
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