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Kotak Equity Opportunities Fund vs UTI Large & Mid Cap Fund compare
Kotak Large & Midcap Fund - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹28084 Cr | ₹4865 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 | -2.13% | -3.03% |
| 6 Month | 12.72% | 9.47% |
| 1 Year | 1.37% | 1.26% |
| 3 Year | 18.34% | 20.59% |
| 5 Year | 22.31% | 24.83% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.93% | 2.67% |
| 1 Year | 5.54% | 3.18% |
| 3 Year | 16.49% | 18.85% |
| 5 Year | 17.69% | 19.77% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.03% | 9.53% |
| 3 Year | 15.68% | 9.88% |
| 5 Year | 15.12% | 11.21% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.90% | 12.33% |
| Sharp | 0.98% | 1.16% |
| Beta | 0.91% | 0.95% |
| Alpha | 4.17% | 2.75% |
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 | 5.13 | 5.97 |
| Large Cap | 51.8 | 45.68 |
| Mid Cap | 37.95 | 36 |
| Small Cap | 5.12 | 12.34 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.82 | 4.46 |
| Communication Services | 3.05 | 5.78 |
| Energy | 5.73 | 6.38 |
| Financial Services | 24.02 | 29.97 |
| Technology | 8.23 | 9.45 |
| Consumer Cyclical | 12.87 | 8.61 |
| Basic Materials | 11.78 | 9.27 |
| Industrials | 17.14 | 7.78 |
| Consumer Defensive | 1.62 | 5.43 |
| Healthcare | 7.71 | 8.35 |
| Real Estate | 0.93 | 2.3 |
| Utilities | 5.11 | 2.23 |
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