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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) | ₹29961 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 | -1.05% | -1.24% |
| 6 Month | 2.49% | -2.7% |
| 1 Year | 5.16% | -0.84% |
| 3 Year | 19.41% | 16.04% |
| 5 Year | 18.94% | 18.84% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.24% | 1.34% |
| 1 Year | 13.99% | 4.8% |
| 3 Year | 15.28% | 10.01% |
| 5 Year | 16.77% | 14.64% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.57% | 13.79% |
| 3 Year | 15.95% | 16.43% |
| 5 Year | 15.36% | 14.7% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.87% | 16.673% |
| Sharp | 0.97% | 0.777% |
| Beta | 0.9% | 1.094% |
| Alpha | 1.32% | 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 | 6.45 | 22.6 |
| Large Cap | 52.57 | 45.35 |
| Mid Cap | 36.01 | 29.24 |
| Small Cap | 4.98 | 2.81 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 2.24 | 16.78 |
| Communication Services | 3.09 | 2.23 |
| Energy | 5.79 | 10.11 |
| Financial Services | 26.97 | 11.09 |
| Technology | 7.09 | 5.82 |
| Consumer Cyclical | 12.91 | 8.93 |
| Basic Materials | 11.51 | 6.08 |
| Industrials | 17.06 | 12.84 |
| Consumer Defensive | 1.56 | 9.37 |
| Healthcare | 7.5 | 6.96 |
| Real Estate | 0.88 | 3.59 |
| Utilities | 3.4 | 6.2 |
Top Comparisons
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns20.63%
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3Y Returns17.7%
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LIC MF Liquid Fund-Growth
3Y Returns6.91%
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3Y Returns7.13%
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3Y Returns6.59%
ICICI Prudential Infrastructure Fund - Growth
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3Y Returns25.48%
