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Kotak Equity Opportunities Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Kotak Large & Midcap Fund - Growth
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹27655 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.91% | -0.42% |
| 6 Month | 14.74% | 12.19% |
| 1 Year | -0.4% | -5.52% |
| 3 Year | 19.91% | 16.93% |
| 5 Year | 21.81% | 21.61% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.26% | 1.14% |
| 1 Year | 14.77% | 10.14% |
| 3 Year | 17.16% | 13.46% |
| 5 Year | 17.77% | 15.25% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.82% | 13.32% |
| Sharp | 0.93% | 0.71% |
| Beta | 0.93% | 0.98% |
| Alpha | 3.72% | -2.18% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.65 | 5.22 |
| Large Cap | 52.88 | 39.09 |
| Mid Cap | 36.9 | 38.01 |
| Small Cap | 5.57 | 17.68 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.37 | 2.01 |
| Communication Services | 3.04 | 5.06 |
| Energy | 5.51 | 2.98 |
| Financial Services | 23.55 | 27.33 |
| Technology | 8.34 | 11.78 |
| Consumer Cyclical | 14.02 | 7.14 |
| Basic Materials | 12.4 | 7.12 |
| Industrials | 17.45 | 15 |
| Consumer Defensive | 1.67 | 1.95 |
| Healthcare | 7.29 | 15.84 |
| Real Estate | 0.93 | 2.36 |
| Utilities | 4.43 | 1.42 |
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