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

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

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Kotak Large & Midcap Fund - Growth

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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 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)	₹30039 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	-2.36%	-9%
6 Month	0.75%	-8.72%
1 Year	12.52%	-5.65%
3 Year	19.41%	13.61%
5 Year	17.87%	16.67%

SIP Return Analysis

Scheme Name	Kotak Large & Midcap Fund - Growth	Quant Large and Mid Cap Fund-Growth
6 Month	-1.86%	-8.69%
1 Year	4.04%	-15.07%
3 Year	12.07%	2.44%
5 Year	15.04%	10.12%

Rolling Lumpsum Returns

Scheme Name	Kotak Large & Midcap Fund - Growth	Quant Large and Mid Cap Fund-Growth
1 Year	15.37%	13.59%
3 Year	16%	16.39%
5 Year	15.39%	14.75%

Risk Management

Scheme Name	Kotak Large & Midcap Fund - Growth	Quant Large and Mid Cap Fund-Growth
Standard Deviation	11.87%	15.18%
Sharp	1.01%	0.6%
Beta	0.9%	1.12%
Alpha	1.11%	-4.77%

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	7.24	22.6
Large Cap	51.63	45.35
Mid Cap	36.04	29.24
Small Cap	5.09	2.81

Sector Allocation

Scheme Name	Kotak Large & Midcap Fund - Growth	Quant Large and Mid Cap Fund-Growth
Others	2.84	16.78
Communication Services	3.11	2.23
Energy	6.04	10.11
Financial Services	27.43	11.09
Technology	7.09	5.82
Consumer Cyclical	13.11	8.93
Basic Materials	11.57	6.08
Industrials	16.03	12.84
Consumer Defensive	1.51	9.37
Healthcare	7.35	6.96
Real Estate	0.89	3.59
Utilities	3.01	6.2

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