Kotak Equity Opportunities Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
Kotak Equity Opportunities Fund - Growth
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24534 Cr | ₹6250 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 Sep 2004 | 09 Aug 2007 |
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% | 73% |
Expense Ratio | 1.61 | 1.8 |
Manager | Harsha Upadhyaya | Aditya Khemani |
ISIN Code | INF174K01187 | INF205K01247 |
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 | Invesco India Large & Mid Cap 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 | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Month | 6.94% | 7.43% |
6 Month | 1.57% | 5.3% |
1 Year | 7.56% | 19.53% |
3 Year | 22.59% | 27.66% |
5 Year | 26.42% | 26.93% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | 0.14% | 0.17% |
1 Year | -7.02% | -2.46% |
3 Year | 15.57% | 21.71% |
5 Year | 17.55% | 20.16% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 16.98% | 13.52% |
3 Year | 15.39% | 14.27% |
5 Year | 14.87% | 14.77% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Standard Deviation | 14.018% | 12.64% |
Sharp | 0.647% | 0.96% |
Beta | 0.929% | 0.97% |
Alpha | 3.063% | 3.49% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Name | Harsha Upadhyaya | Aditya Khemani |
Total AUM | ₹139411 Cr | ₹12070 Cr |
Funds Managed | 11 | 3 |
Kotak Equity Opportunities Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 4.51 | 0.94 |
Large Cap | 54.26 | 37.3 |
Mid Cap | 35.22 | 43.57 |
Small Cap | 6.01 | 18.19 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 3.44 | 0.94 |
Communication Services | 2.5 | - |
Energy | 5.77 | - |
Financial Services | 20.63 | - |
Technology | 10.67 | - |
Consumer Cyclical | 13.42 | - |
Industrials | 16.41 | - |
Consumer Defensive | 1.89 | - |
Healthcare | 8.56 | - |
Basic Materials | 10.21 | - |
Real Estate | 0.86 | - |
Utilities | 5.64 | - |
Telecom - Services | - | 1.91 |
Retailing | - | 12.95 |
Healthcare Services | - | 7.54 |
Realty | - | 6.21 |
Insurance | - | 3.94 |
Banks | - | 11.11 |
Consumer Durables | - | 5.01 |
Leisure Services | - | 3.63 |
Industrial Products | - | 4.9 |
Electrical Equipment | - | 2.98 |
Capital Markets | - | 5.81 |
Finance | - | 7.73 |
Agricultural Food & other Products | - | 1.5 |
Ferrous Metals | - | 0.91 |
IT - Software | - | 4.4 |
Auto Components | - | 1.13 |
Automobiles | - | 2.61 |
Pharmaceuticals & Biotechnology | - | 6.01 |
Transport Services | - | 4.87 |
Cement & Cement Products | - | 2.7 |
Industrial Manufacturing | - | 1.21 |
Top Comparisons
Kotak Bond Fund (G)
3Y Returns7.69%
Kotak Bond Fund - Regular Plan Growth
3Y Returns7.69%
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan
3Y Returns13.87%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns17.24%
HDFC Corporate Bond Fund - Growth Option
3Y Returns7.99%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.65%
LIC MF Small Cap Fund Regular - Growth
3Y Returns22.65%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns24.19%