Kotak Equity Opportunities Fund vs SBI Large & MIDCap Fund compare

Kotak Equity Opportunities Fund vs SBI Large & MIDCap Fund compare

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Kotak Large & Midcap Fund - Growth

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SBI Large & MIDCap Fund- Regular Plan -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	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	0.4%	1.48%
6 Month	8.9%	8.73%
1 Year	3.44%	5.03%
3 Year	18%	16.11%
5 Year	21.28%	22.66%

SIP Return Analysis

Scheme Name	Kotak Large & Midcap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month	2.18%	2.49%
1 Year	13.72%	14.14%
3 Year	16.05%	15.54%
5 Year	17.01%	16.64%

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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