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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) | ₹28084 Cr | ₹2688 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 | 0.02% | -3.41% |
| 6 Month | 13.5% | 11.23% |
| 1 Year | 1.18% | -3.07% |
| 3 Year | 19.09% | 15.99% |
| 5 Year | 22.28% | 22.16% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.93% | 2.31% |
| 1 Year | 5.54% | 1.39% |
| 3 Year | 16.49% | 12.98% |
| 5 Year | 17.69% | 15.47% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.03% | 22.85% |
| 3 Year | 15.68% | 22.3% |
| 5 Year | 15.12% | 24.65% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.90% | 13.32% |
| Sharp | 0.98% | 0.85% |
| Beta | 0.91% | 0.96% |
| Alpha | 4.17% | -1.35% |
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 | 5.13 | 6.15 |
| Large Cap | 51.8 | 37.76 |
| Mid Cap | 37.95 | 37.73 |
| Small Cap | 5.12 | 18.36 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.82 | 3.47 |
| Communication Services | 3.05 | 5.23 |
| Energy | 5.73 | 2.95 |
| Financial Services | 24.02 | 29.58 |
| Technology | 8.23 | 9.33 |
| Consumer Cyclical | 12.87 | 5.06 |
| Basic Materials | 11.78 | 7.29 |
| Industrials | 17.14 | 15.28 |
| Consumer Defensive | 1.62 | 1.93 |
| Healthcare | 7.71 | 15.98 |
| Real Estate | 0.93 | 2.42 |
| Utilities | 5.11 | 1.47 |
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