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Kotak Equity Opportunities Fund vs UTI Large & Mid Cap Fund compare

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tortoise-icon Kotak Large & Midcap Fund - Growth

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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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 UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund Kotak Large & Midcap Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹27046 Cr ₹4544 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 09 Sep 2004 30 Jul 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% 32%
Expense Ratio 1.61 1.9
Manager Harsha Upadhyaya V Srivatsa
ISIN Code INF174K01187 INF789F01869
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 UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Large & Midcap Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 3.99% 3.9%
6 Month 3.49% 3.65%
1 Year 3.24% 8.49%
3 Year 24.4% 26.86%
5 Year 24.57% 28.07%

SIP Return Analysis

Scheme Name Kotak Large & Midcap Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month 11.11% 10.55%
1 Year 12.07% 12.15%
3 Year 20.83% 24.23%
5 Year 20.43% 23.19%

Rolling Lumpsum Returns

Scheme Name Kotak Large & Midcap Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 16.44% 9.68%
3 Year 15.54% 9.67%
5 Year 15.02% 11.04%

Risk Management

Scheme Name Kotak Large & Midcap Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 14.06% 12.33%
Sharp 0.98% 1.17%
Beta 0.93% 0.91%
Alpha 3.82% 3.15%

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Fund Managers

Scheme Name Kotak Large & Midcap Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name Harsha Upadhyaya V Srivatsa
Total AUM ₹139411 Cr ₹7921 Cr
Funds Managed 11 3
Kotak Large & Midcap Fund - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Large & Midcap Fund - Growth

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 4.51 5.04
Large Cap 54.26 44.89
Mid Cap 35.22 36.99
Small Cap 6.01 12.9

Sector Allocation

Scheme Name

Kotak Large & Midcap Fund - Growth

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 3.44 5.04
Communication Services 2.5 -
Energy 5.77 -
Financial Services 20.63 -
Technology 10.67 -
Consumer Cyclical 13.42 -
Industrials 16.41 -
Consumer Defensive 1.89 -
Healthcare 8.56 -
Basic Materials 10.21 -
Real Estate 0.86 -
Utilities 5.64 -
Telecom - Services - 5.68
Petroleum Products - 2.68
IT - Software - 7.12
Cement & Cement Products - 1.77
Transport Services - 3.18
Construction - 1.66
Chemicals & Petrochemicals - 0.93
Textiles & Apparels - 1.29
Pharmaceuticals & Biotechnology - 6.49
Banks - 20.32
Realty - 2.9
Automobiles - 4.25
Diversified FMCG - 3.06
Fertilizers & Agrochemicals - 2.25
Insurance - 3.52
Diversified Metals - 2.29
Oil - 2.41
Ferrous Metals - 0.79
Personal Products - 2.42
Capital Markets - 2.93
Consumer Durables - 1.23
Other Consumer Services - 0.77
Industrial Products - 0.41
Auto Components - 2.31
Minerals & Mining - 1.26
Finance - 5.27
Entertainment - 0.6
Power - 2.03
Paper, Forest & Jute Products - 0.75
Leisure Services - 1.92
Retailing - 0.29

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