LIC MF Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare

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Kotak Large & Midcap Fund - Growth

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LIC MF Large & Mid Cap Fund Regular-Growth

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LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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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	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Fund	Kotak Large & Midcap Fund - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Average	Very High	Very High
Asset Size (Cr)	₹29516 Cr	₹3152 Cr	₹3152 Cr
Min Investment	₹100	₹5000	₹5000
Min SIP Invesment	₹100	₹1000	₹1000
Min Addl Investment	₹100	₹500	₹500
Launch Date	09 Sep 2004	25 Feb 2015	25 Feb 2015
Category	Large and Mid Cap	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	14.92%	%	46%
Expense Ratio	1.61	1.9	1.9
Manager	Harsha Upadhyaya	Yogesh Patil	Yogesh Patil
ISIN Code	INF174K01187	INF767K01NB5	INF767K01NB5
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	LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Large & Midcap Fund - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Month	1.23%	0.55%	0.55%
6 Month	6.48%	3.16%	3.16%
1 Year	8.63%	4.74%	4.74%
3 Year	19.19%	16.99%	16.99%
5 Year	20.79%	18.29%	18.29%

Scheme Name	Kotak Large & Midcap Fund - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
6 Month	2.65%	0.64%	0.64%
1 Year	15.17%	8.59%	8.59%
3 Year	16.62%	15.39%	15.39%
5 Year	17.37%	15.11%	15.11%

Scheme Name	Kotak Large & Midcap Fund - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Year	15.73%	12.73%	12.73%
3 Year	15.89%	15.35%	15.35%
5 Year	15.3%	15.35%	15.35%

Scheme Name	Kotak Large & Midcap Fund - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Standard Deviation	12.77%	14.92%	14.92%
Sharp	0.91%	0.66%	0.66%
Beta	0.90%	1.04%	1.04%
Alpha	0.96%	-2.46%	-2.46%

Scheme Name	Kotak Large & Midcap Fund - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Name	Harsha Upadhyaya	Yogesh Patil	Yogesh Patil
Total AUM	₹139411 Cr	₹5898 Cr	₹5898 Cr
Funds Managed	11	7	7
	Kotak Large & Midcap Fund - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Scheme Name	Kotak Large & Midcap Fund - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Others	7.45	5.73	5.73
Large Cap	52.77	41.91	41.91
Mid Cap	34.7	34.17	34.17
Small Cap	5.08	18.18	18.18

Scheme Name	Kotak Large & Midcap Fund - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Others	3.27	3.23	3.23
Communication Services	3.08	2.52	2.52
Energy	5.98	2	2
Financial Services	25.21	24.4	24.4
Technology	7.04	6.9	6.9
Consumer Cyclical	13.03	15.34	15.34
Basic Materials	11.59	8.31	8.31
Industrials	17.32	19.99	19.99
Consumer Defensive	1.58	6.17	6.17
Healthcare	7	7.24	7.24
Real Estate	0.96	1.52	1.52
Utilities	3.94	2.39	2.39