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Kotak Equity Opportunities Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
Kotak Large & Midcap Fund - Growth
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹28084 Cr | ₹8007 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 Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Month | -2.44% | -2.5% |
| 6 Month | 15.15% | 22.26% |
| 1 Year | -2.71% | 6.2% |
| 3 Year | 18.27% | 24.52% |
| 5 Year | 21.18% | 23.01% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 0.98% | 4.23% |
| 1 Year | 3.66% | 13.69% |
| 3 Year | 15.51% | 24.85% |
| 5 Year | 17.22% | 22.1% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 16.03% | 13.56% |
| 3 Year | 15.68% | 14.49% |
| 5 Year | 15.12% | 14.94% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | 12.90% | 12.64% |
| Sharp | 0.98% | 1.29% |
| Beta | 0.91% | 0.99% |
| Alpha | 4.17% | 5.64% |
Fund Managers
| Scheme Name | Kotak Large & Midcap 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 Large & Midcap Fund - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 5.13 | 5.36 |
| Large Cap | 51.8 | 32.23 |
| Mid Cap | 37.95 | 43.5 |
| Small Cap | 5.12 | 18.9 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 1.82 | 1.93 |
| Communication Services | 3.05 | 1.71 |
| Energy | 5.73 | - |
| Financial Services | 24.02 | 26.98 |
| Technology | 8.23 | 5.78 |
| Consumer Cyclical | 12.87 | 20.4 |
| Basic Materials | 11.78 | 4.33 |
| Industrials | 17.14 | 12.32 |
| Consumer Defensive | 1.62 | - |
| Healthcare | 7.71 | 19.28 |
| Real Estate | 0.93 | 7.26 |
| Utilities | 5.11 | - |
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