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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) | ₹26939 Cr | ₹29961 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 | 1.42% | 1.26% |
| 6 Month | 5.57% | 3.17% |
| 1 Year | 14.1% | 7.88% |
| 3 Year | 21.95% | 19.93% |
| 5 Year | 22.72% | 18.41% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 4.58% | 3.61% |
| 1 Year | 18.1% | 17.62% |
| 3 Year | 18.96% | 15.97% |
| 5 Year | 20.06% | 17.02% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Year | 15.03% | 15.48% |
| 3 Year | 17.25% | 15.98% |
| 5 Year | 15.74% | 15.38% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.05% | 11.87% |
| Sharp | 1.2% | 0.97% |
| Beta | 0.81% | 0.9% |
| Alpha | 4.04% | 1.32% |
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 | 8.27 | 6.45 |
| Large Cap | 41.48 | 52.57 |
| Mid Cap | 39.03 | 36.01 |
| Small Cap | 11.22 | 4.98 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 5.74 | 2.24 |
| Energy | 3.98 | 5.79 |
| Technology | 5.84 | 7.09 |
| Basic Materials | 9.01 | 11.51 |
| Consumer Defensive | 7.83 | 1.56 |
| Industrials | 7.56 | 17.06 |
| Financial Services | 23.57 | 26.97 |
| Consumer Cyclical | 25.04 | 12.91 |
| Healthcare | 5.1 | 7.5 |
| Real Estate | 0.89 | 0.88 |
| Communication Services | 3.58 | 3.09 |
| Utilities | 1.86 | 3.4 |
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