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Kotak Equity Opportunities Fund vs SBI Large & MIDCap Fund compare
Kotak Large & Midcap Fund - Growth
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹28381 Cr | ₹34065 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Sep 2004 | 25 May 2005 |
| 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% | 25% |
| Expense Ratio | 1.61 | 1.6 |
| Manager | Harsha Upadhyaya | Pradeep Kesavan |
| ISIN Code | INF174K01187 | INF200K01305 |
| 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 | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Month | 2.99% | 2.83% |
| 6 Month | 10.31% | 9.45% |
| 1 Year | 5.39% | 6.55% |
| 3 Year | 18.8% | 16.55% |
| 5 Year | 22.4% | 23.81% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 0.82% | 0.78% |
| 1 Year | 9.57% | 9.36% |
| 3 Year | 14.86% | 14.1% |
| 5 Year | 16.47% | 16.01% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 15.75% | 14.02% |
| 3 Year | 15.77% | 15.11% |
| 5 Year | 15.2% | 15.09% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 12.77% | 11.75% |
| Sharp | 0.91% | 0.91% |
| Beta | 0.90% | 0.81% |
| Alpha | 0.96% | 0.45% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Pradeep Kesavan |
| Total AUM | ₹139411 Cr | ₹434274 Cr |
| Funds Managed | 11 | 43 |
| Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 7.33 | 5.75 |
| Large Cap | 52.07 | 37.79 |
| Mid Cap | 34.89 | 40.79 |
| Small Cap | 5.71 | 15.66 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 3.78 | 4.41 |
| Communication Services | 2.93 | 1.42 |
| Energy | 5.84 | 4.26 |
| Financial Services | 24.06 | 24.87 |
| Technology | 7.11 | 4.19 |
| Consumer Cyclical | 13.66 | 14.43 |
| Basic Materials | 12.15 | 17.26 |
| Industrials | 16.73 | 9.66 |
| Consumer Defensive | 1.59 | 6.14 |
| Healthcare | 7.04 | 11.95 |
| Real Estate | 0.89 | - |
| Utilities | 4.21 | 1.42 |
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