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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) | ₹27655 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 | 2.54% | 1.44% |
| 6 Month | 16.15% | 9.4% |
| 1 Year | -1.54% | -12.87% |
| 3 Year | 17.6% | 15.3% |
| 5 Year | 22.5% | 23.06% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 4.14% | -0.29% |
| 1 Year | 11.62% | -0.6% |
| 3 Year | 17.22% | 11.87% |
| 5 Year | 17.89% | 16.24% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 16.03% | 14.36% |
| 3 Year | 15.68% | 16.59% |
| 5 Year | 15.12% | 14.6% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.00% | 16.673% |
| Sharp | 0.81% | 0.777% |
| Beta | 0.92% | 1.094% |
| Alpha | 3.84% | 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 | 5.13 | 12.6 |
| Large Cap | 51.8 | 47.52 |
| Mid Cap | 37.95 | 37.02 |
| Small Cap | 5.12 | 2.86 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 1.82 | 11.88 |
| Communication Services | 3.05 | 3.82 |
| Energy | 5.73 | 11.78 |
| Financial Services | 24.02 | 10.37 |
| Technology | 8.23 | 1.41 |
| Consumer Cyclical | 12.87 | 7.95 |
| Basic Materials | 11.78 | 7.21 |
| Industrials | 17.14 | 13.47 |
| Consumer Defensive | 1.62 | 16.32 |
| Healthcare | 7.71 | 7.27 |
| Real Estate | 0.93 | 3.75 |
| Utilities | 5.11 | 4.77 |
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