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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 | -0.09% | -0.56% |
| 6 Month | 4.29% | -0.96% |
| 1 Year | 1.69% | -2.91% |
| 3 Year | 18.17% | 14.27% |
| 5 Year | 19.2% | 19.69% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.14% | 1.03% |
| 1 Year | 16.01% | 6.75% |
| 3 Year | 15.81% | 10.67% |
| 5 Year | 16.84% | 14.79% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.6% | 13.86% |
| 3 Year | 15.94% | 16.49% |
| 5 Year | 15.33% | 14.69% |
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 | 7.45 | 14.36 |
| Large Cap | 52.77 | 46.78 |
| Mid Cap | 34.7 | 36.1 |
| Small Cap | 5.08 | 2.76 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 3.27 | 8.23 |
| Communication Services | 3.08 | 4.12 |
| Energy | 5.98 | 10.52 |
| Financial Services | 25.21 | 10.87 |
| Technology | 7.04 | 5.93 |
| Consumer Cyclical | 13.03 | 8.33 |
| Basic Materials | 11.59 | 6.43 |
| Industrials | 17.32 | 16.39 |
| Consumer Defensive | 1.58 | 11.49 |
| Healthcare | 7 | 7.49 |
| Real Estate | 0.96 | 3.72 |
| Utilities | 3.94 | 6.48 |
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