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) | ₹27046 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 | 3.98% | 3.28% |
6 Month | 3.82% | 2.17% |
1 Year | 3.41% | -6.31% |
3 Year | 24.53% | 24.08% |
5 Year | 24.68% | 25.49% |
SIP Return Analysis
Scheme Name | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 11.11% | 8.66% |
1 Year | 12.07% | 3.23% |
3 Year | 20.83% | 18.42% |
5 Year | 20.43% | 20.81% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 16.44% | 14.7% |
3 Year | 15.54% | 16.36% |
5 Year | 15.02% | 14.53% |
Risk Management
Scheme Name | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 14.06% | 16.673% |
Sharp | 0.98% | 0.777% |
Beta | 0.93% | 1.094% |
Alpha | 3.82% | 4.454% |
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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 | 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 Large & Midcap 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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