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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) | ₹27655 Cr | ₹4861 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 | 3.39% | 3.04% |
| 6 Month | 17.53% | 15.59% |
| 1 Year | -0.67% | -2.04% |
| 3 Year | 18.87% | 21.26% |
| 5 Year | 22.08% | 25.01% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.14% | 3.3% |
| 1 Year | 11.62% | 9.46% |
| 3 Year | 17.22% | 19.5% |
| 5 Year | 17.89% | 19.9% |
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 | 13.00% | 12.33% |
| Sharp | 0.81% | 1% |
| Beta | 0.92% | 0.95% |
| Alpha | 3.84% | 3% |
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 | 4.65 | 5.5 |
| Large Cap | 52.88 | 46.55 |
| Mid Cap | 36.9 | 35.63 |
| Small Cap | 5.57 | 12.32 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.37 | 4.07 |
| Communication Services | 3.04 | 5.65 |
| Energy | 5.51 | 6.34 |
| Financial Services | 23.55 | 28.85 |
| Technology | 8.34 | 10 |
| Consumer Cyclical | 14.02 | 9.78 |
| Basic Materials | 12.4 | 9.16 |
| Industrials | 17.45 | 7.84 |
| Consumer Defensive | 1.67 | 5.68 |
| Healthcare | 7.29 | 8.06 |
| Real Estate | 0.93 | 2.46 |
| Utilities | 4.43 | 2.11 |
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