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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) | ₹29516 Cr | ₹5291 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 | 1.79% | 3.69% |
| 6 Month | 7.9% | 6.98% |
| 1 Year | 8.01% | 8.36% |
| 3 Year | 18.83% | 21.46% |
| 5 Year | 20.96% | 24.26% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.65% | 3.3% |
| 1 Year | 15.17% | 15.12% |
| 3 Year | 16.62% | 19.12% |
| 5 Year | 17.37% | 19.38% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.73% | 9.13% |
| 3 Year | 15.89% | 10.31% |
| 5 Year | 15.3% | 11.39% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.77% | 12.33% |
| Sharp | 0.91% | 1.09% |
| Beta | 0.90% | 0.95% |
| Alpha | 0.96% | 2.5% |
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 | 7.33 | 4.84 |
| Large Cap | 52.07 | 48.17 |
| Mid Cap | 34.89 | 34.45 |
| Small Cap | 5.71 | 12.55 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.78 | 3.15 |
| Communication Services | 2.93 | 5.02 |
| Energy | 5.84 | 8.26 |
| Financial Services | 24.06 | 28.65 |
| Technology | 7.11 | 10.15 |
| Consumer Cyclical | 13.66 | 10.69 |
| Basic Materials | 12.15 | 7.68 |
| Industrials | 16.73 | 8.36 |
| Consumer Defensive | 1.59 | 5.83 |
| Healthcare | 7.04 | 7.63 |
| Real Estate | 0.89 | 2.51 |
| Utilities | 4.21 | 2.08 |
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