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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) | ₹29961 Cr | ₹37045 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 | -0.09% | 0.06% |
| 6 Month | 4.29% | 5.93% |
| 1 Year | 1.69% | 5.7% |
| 3 Year | 18.17% | 16.47% |
| 5 Year | 19.2% | 20.03% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.14% | 2.17% |
| 1 Year | 16.01% | 15.76% |
| 3 Year | 15.81% | 15.47% |
| 5 Year | 16.84% | 16.43% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 15.6% | 13.65% |
| 3 Year | 15.94% | 15.26% |
| 5 Year | 15.33% | 15.16% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 12.77% | 11.30% |
| Sharp | 0.90% | 0.86% |
| Beta | 0.90% | 0.81% |
| Alpha | 1.19% | 0.42% |
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 | 7.45 | 6.03 |
| Large Cap | 52.77 | 38.05 |
| Mid Cap | 34.7 | 40.72 |
| Small Cap | 5.08 | 15.2 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 3.27 | 3.8 |
| Communication Services | 3.08 | 1.45 |
| Energy | 5.98 | 4.43 |
| Financial Services | 25.21 | 24.85 |
| Technology | 7.04 | 4.94 |
| Consumer Cyclical | 13.03 | 13.97 |
| Basic Materials | 11.59 | 17.12 |
| Industrials | 17.32 | 9.49 |
| Consumer Defensive | 1.58 | 6.55 |
| Healthcare | 7 | 11.94 |
| Real Estate | 0.96 | - |
| Utilities | 3.94 | 1.47 |
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