Kotak Equity Opportunities Fund vs Nippon India Vision Fund compare

Kotak Equity Opportunities Fund vs Nippon India Vision Fund compare

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Kotak Large & Midcap Fund - Growth

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Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

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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	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Fund	Kotak Large & Midcap Fund - Growth	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹29961 Cr	₹6866 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	09 Sep 2004	08 Oct 1995
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%	74%
Expense Ratio	1.61	1.96
Manager	Harsha Upadhyaya	Amar Kalkundrikar
ISIN Code	INF174K01187	INF204K01406
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	Nippon India Vision 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	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
1 Month	-1.29%	-1.77%
6 Month	3.65%	3.3%
1 Year	1.89%	1.78%
3 Year	18.23%	20.19%
5 Year	18.58%	19.51%

SIP Return Analysis

Scheme Name	Kotak Large & Midcap Fund - Growth	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
6 Month	2.14%	1.57%
1 Year	16.01%	13.79%
3 Year	15.81%	17.56%
5 Year	16.84%	17.94%

Rolling Lumpsum Returns

Scheme Name	Kotak Large & Midcap Fund - Growth	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
1 Year	15.6%	19.31%
3 Year	15.94%	16.9%
5 Year	15.33%	13.93%

Risk Management

Scheme Name	Kotak Large & Midcap Fund - Growth	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Standard Deviation	11.87%	12.43%
Sharp	0.97%	1.09%
Beta	0.9%	0.93%
Alpha	1.32%	2.62%

Fund Managers

Scheme Name	Kotak Large & Midcap Fund - Growth	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Name	Harsha Upadhyaya	Amar Kalkundrikar
Total AUM	₹139411 Cr	₹19671 Cr
Funds Managed	11	4
	Kotak Large & Midcap Fund - Growth	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

Market Cap

Scheme Name	Kotak Large & Midcap Fund - Growth	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Others	6.45	5.75
Large Cap	52.57	54.47
Mid Cap	36.01	38.77
Small Cap	4.98	1.01

Sector Allocation

Scheme Name	Kotak Large & Midcap Fund - Growth	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Others	2.24	1.82
Communication Services	3.09	0.88
Energy	5.79	5.95
Financial Services	26.97	26.17
Technology	7.09	10.49
Consumer Cyclical	12.91	21.92
Basic Materials	11.51	7.67
Industrials	17.06	15.11
Consumer Defensive	1.56	3.73
Healthcare	7.5	3.87
Real Estate	0.88	-
Utilities	3.4	2.4

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