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Kotak Equity Opportunities Fund vs Quant Large and Mid Cap Fund compare
Kotak Large & Midcap Fund - Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹28381 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 Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | 4.76% | 4.22% |
| 6 Month | 10.72% | 3.18% |
| 1 Year | 6.12% | -3.52% |
| 3 Year | 19.57% | 16.87% |
| 5 Year | 22.47% | 24.26% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.45% | 1.1% |
| 1 Year | 15.58% | 5.48% |
| 3 Year | 17.59% | 12.38% |
| 5 Year | 18.12% | 16.42% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.75% | 14.06% |
| 3 Year | 15.77% | 16.58% |
| 5 Year | 15.2% | 14.66% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.82% | 16.673% |
| Sharp | 0.93% | 0.777% |
| Beta | 0.93% | 1.094% |
| Alpha | 3.72% | 4.454% |
Fund Managers
| Scheme Name | Kotak Large & Midcap 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 Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 7.33 | 15.05 |
| Large Cap | 52.07 | 45.57 |
| Mid Cap | 34.89 | 36.58 |
| Small Cap | 5.71 | 2.8 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 3.78 | 9.27 |
| Communication Services | 2.93 | 3.76 |
| Energy | 5.84 | 9.84 |
| Financial Services | 24.06 | 11.02 |
| Technology | 7.11 | 4.21 |
| Consumer Cyclical | 13.66 | 8.48 |
| Basic Materials | 12.15 | 6.16 |
| Industrials | 16.73 | 15.12 |
| Consumer Defensive | 1.59 | 15.25 |
| Healthcare | 7.04 | 7.29 |
| Real Estate | 0.89 | 3.57 |
| Utilities | 4.21 | 6.02 |
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