Mahindra Manulife Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24534 Cr | ₹2420 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 Sep 2004 | 31 Dec 2019 |
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% | 119% |
Expense Ratio | 1.61 | 1.96 |
Manager | Harsha Upadhyaya | Abhinav Khandelwal |
ISIN Code | INF174K01187 | INF174V01911 |
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 | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 5.76% | 5.29% |
6 Month | 2.55% | 1.36% |
1 Year | 6.14% | 2.26% |
3 Year | 22.52% | 18.78% |
5 Year | 27.38% | 27.19% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.06% | 5.36% |
1 Year | 3.79% | 0.59% |
3 Year | 19.57% | 16.19% |
5 Year | 19.78% | 18.09% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.98% | 27.08% |
3 Year | 15.39% | 23.63% |
5 Year | 14.87% | 20.22% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.018% | 13.32% |
Sharp | 0.647% | 0.58% |
Beta | 0.929% | 0.94% |
Alpha | 3.063% | -2.6% |
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Fund Managers
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Abhinav Khandelwal |
Total AUM | ₹139411 Cr | ₹5522 Cr |
Funds Managed | 11 | 5 |
Kotak Equity Opportunities Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.51 | 3.49 |
Large Cap | 54.26 | 47.7 |
Mid Cap | 35.22 | 35.45 |
Small Cap | 6.01 | 13.36 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.44 | 3.49 |
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 |
Petroleum Products | - | 3.52 |
Finance | - | 10.8 |
Retailing | - | 3.49 |
Healthcare Services | - | 0.85 |
Diversified FMCG | - | 1.61 |
Textiles & Apparels | - | 0.84 |
Banks | - | 14.41 |
Leisure Services | - | 1.52 |
Pharmaceuticals & Biotechnology | - | 9.79 |
Automobiles | - | 3.02 |
Electrical Equipment | - | 1.53 |
Capital Markets | - | 4.71 |
Agricultural Food & other Products | - | 1.34 |
Power | - | 1.78 |
Non - Ferrous Metals | - | 1.28 |
Insurance | - | 2.77 |
Gas | - | 1.59 |
IT - Software | - | 7.85 |
Personal Products | - | 1.07 |
Oil | - | 0.42 |
Auto Components | - | 3.47 |
Fertilizers & Agrochemicals | - | 2.54 |
Cement & Cement Products | - | 2.53 |
Other Utilities | - | 0.62 |
Industrial Products | - | 2.8 |
Transport Services | - | 2.93 |
Industrial Manufacturing | - | 2.43 |
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