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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) | ₹30039 Cr | ₹37443 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 | -0.69% | -0.81% |
| 6 Month | 3.17% | 3.47% |
| 1 Year | 14.62% | 15.12% |
| 3 Year | 20.07% | 18.52% |
| 5 Year | 18.41% | 18.97% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | -1.86% | 0.63% |
| 1 Year | 4.04% | 9.34% |
| 3 Year | 12.07% | 13.71% |
| 5 Year | 15.04% | 15.65% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 15.37% | 13.51% |
| 3 Year | 16% | 15.33% |
| 5 Year | 15.39% | 15.2% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 11.87% | 11.75% |
| Sharp | 1.01% | 1.06% |
| Beta | 0.9% | 0.8% |
| Alpha | 1.11% | 1.23% |
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 | 7.24 | 11.5 |
| Large Cap | 51.63 | 34.42 |
| Mid Cap | 36.04 | 40.51 |
| Small Cap | 5.09 | 13.57 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 2.84 | 5.93 |
| Communication Services | 3.11 | 1.58 |
| Energy | 6.04 | 4.43 |
| Financial Services | 27.43 | 21.46 |
| Technology | 7.09 | 4.99 |
| Consumer Cyclical | 13.11 | 15.35 |
| Basic Materials | 11.57 | 16.06 |
| Industrials | 16.03 | 9.41 |
| Consumer Defensive | 1.51 | 6.91 |
| Healthcare | 7.35 | 12.12 |
| Real Estate | 0.89 | - |
| Utilities | 3.01 | 1.77 |
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