Kotak Equity Opportunities Fund vs Mahindra Manulife Large & Mid Cap Fund compare

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Kotak Large & Midcap Fund - Growth

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Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Large & Midcap Fund - Growth	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Fund	Kotak Large & Midcap Fund - Growth	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹28381 Cr	₹2647 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	09 Sep 2004	31 Dec 2019
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%	119%
Expense Ratio	1.61	1.94
Manager	Harsha Upadhyaya	Abhinav Khandelwal
ISIN Code	INF174K01187	INF174V01911
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	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Large & Midcap Fund - Growth	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
1 Month	0.5%	2.48%
6 Month	9.55%	8.97%
1 Year	2.63%	0.73%
3 Year	18.24%	15.94%
5 Year	21.28%	21.45%

Scheme Name	Kotak Large & Midcap Fund - Growth	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
6 Month	4.05%	3.39%
1 Year	16.35%	13.9%
3 Year	17.27%	14.18%
5 Year	17.79%	15.56%

Scheme Name	Kotak Large & Midcap Fund - Growth	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
1 Year	15.75%	22.01%
3 Year	15.77%	21.98%
5 Year	15.2%	23.38%

Scheme Name	Kotak Large & Midcap Fund - Growth	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Standard Deviation	12.77%	13.32%
Sharp	0.91%	0.71%
Beta	0.90%	0.98%
Alpha	0.96%	-2.18%

Scheme Name	Kotak Large & Midcap Fund - Growth	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Name	Harsha Upadhyaya	Abhinav Khandelwal
Total AUM	₹139411 Cr	₹5522 Cr
Funds Managed	11	5
	Kotak Large & Midcap Fund - Growth	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

Scheme Name	Kotak Large & Midcap Fund - Growth	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Others	7.33	-
Large Cap	52.07	40.66
Mid Cap	34.89	43.58
Small Cap	5.71	15.76

Scheme Name	Kotak Large & Midcap Fund - Growth	Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Others	3.78	2.41
Communication Services	2.93	-
Energy	5.84	-
Financial Services	24.06	-
Technology	7.11	-
Consumer Cyclical	13.66	-
Basic Materials	12.15	-
Industrials	16.73	-
Consumer Defensive	1.59	-
Healthcare	7.04	-
Real Estate	0.89	-
Utilities	4.21	-
Petroleum Products	-	1.57
Finance	-	5.05
IT - Software	-	8.61
Personal Products	-	1.82
Ferrous Metals	-	2.05
Retailing	-	1.23
Textiles & Apparels	-	0.28
Electrical Equipment	-	2.02
Healthcare Services	-	2.12
Banks	-	17.33
Aerospace & Defense	-	1.81
Construction	-	0.67
Pharmaceuticals & Biotechnology	-	13.12
Realty	-	3.34
Automobiles	-	3.25
Power	-	1.43
Telecom - Services	-	4.95
Capital Markets	-	3.86
Consumer Durables	-	2.31
Auto Components	-	3.83
Chemicals & Petrochemicals	-	2.61
Leisure Services	-	1.03
Industrial Products	-	3.35
Cement & Cement Products	-	2.53
Consumable Fuels	-	0.71
Fertilizers & Agrochemicals	-	1.63
Transport Services	-	1.15
Insurance	-	1.41
Industrial Manufacturing	-	2.52