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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) | ₹28294 Cr | ₹33031 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 | -1.11% | -0.39% |
| 6 Month | 10.34% | 10.14% |
| 1 Year | -0.53% | 3.25% |
| 3 Year | 20.14% | 19.46% |
| 5 Year | 23.18% | 24.99% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 6.69% | 6.6% |
| 1 Year | 8.45% | 11.27% |
| 3 Year | 18.68% | 17.98% |
| 5 Year | 19.17% | 19.17% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 16.44% | 14.46% |
| 3 Year | 15.54% | 14.87% |
| 5 Year | 15.02% | 14.98% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 13.65% | 11.75% |
| Sharp | 1.21% | 1.34% |
| Beta | 0.93% | 0.81% |
| Alpha | 3.99% | 1.71% |
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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 | 4.82 | 5.9 |
| Large Cap | 52.49 | 41.23 |
| Mid Cap | 37.42 | 37.08 |
| Small Cap | 5.28 | 15.79 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 1.25 | 4.4 |
| Communication Services | 3.18 | 1.79 |
| Energy | 5.97 | 3.45 |
| Financial Services | 24.69 | 28.71 |
| Technology | 8.83 | 4.72 |
| Consumer Cyclical | 12.27 | 13.35 |
| Basic Materials | 10.99 | 16.52 |
| Industrials | 17.45 | 9.61 |
| Consumer Defensive | 1.59 | 5.41 |
| Healthcare | 7.28 | 10.28 |
| Real Estate | 1.08 | - |
| Utilities | 5.41 | 1.76 |
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