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Kotak Equity Opportunities Fund vs Quant Large and Mid Cap Fund compare

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon Quant Large and Mid Cap Fund-Growth

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Chart Comparison

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

Overview

Scheme Name Kotak Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth
Fund Kotak Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹24534 Cr ₹3612 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 09 Sep 2004 09 Jan 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% %
Expense Ratio 1.61 1.9
Manager Harsha Upadhyaya Sanjeev Sharma
ISIN Code INF174K01187 INF966L01341
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 Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth
1 Month 2.19% 2.69%
6 Month -4.65% -8.25%
1 Year 4.26% -5.67%
3 Year 17.65% 17.15%
5 Year 24.19% 25.95%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth
6 Month 0.32% 0.56%
1 Year -6.52% -12.76%
3 Year 17.07% 16.42%
5 Year 18.65% 19.98%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth
1 Year 16.98% -
3 Year 15.39% -
5 Year 14.87% -

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth
Standard Deviation 14.018% 16.673%
Sharp 0.647% 0.777%
Beta 0.929% 1.094%
Alpha 3.063% 4.454%

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Fund Managers

Scheme Name Kotak Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth
Name Harsha Upadhyaya Sanjeev Sharma
Total AUM ₹139411 Cr ₹39731 Cr
Funds Managed 11 22
Kotak Equity Opportunities Fund - Growth Quant Large and Mid Cap Fund-Growth

Market Cap

Scheme Name

Kotak Equity Opportunities Fund - Growth

Quant Large and Mid Cap Fund-Growth

Others 4.51 12.41
Large Cap 54.26 46.43
Mid Cap 35.22 40.82
Small Cap 6.01 0.34

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

Quant Large and Mid Cap Fund-Growth

Others 3.44 12.41
Communication Services 2.5 1.8
Energy 5.77 9.95
Financial Services 20.63 14.03
Technology 10.67 -
Consumer Cyclical 13.42 6.97
Industrials 16.41 16.07
Consumer Defensive 1.89 18.28
Healthcare 8.56 6.82
Basic Materials 10.21 9.3
Real Estate 0.86 -
Utilities 5.64 4.37

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