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Mahindra Manulife Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹28381 Cr | ₹2647 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 | 1.94 |
| 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 Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.4% | 2.08% |
| 6 Month | 8.9% | 8.1% |
| 1 Year | 3.44% | 1.8% |
| 3 Year | 18% | 15.77% |
| 5 Year | 21.28% | 21.46% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.18% | 2.26% |
| 1 Year | 13.72% | 13.16% |
| 3 Year | 16.05% | 13.55% |
| 5 Year | 17.01% | 15.06% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.75% | 22.01% |
| 3 Year | 15.77% | 21.98% |
| 5 Year | 15.2% | 23.38% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.77% | 13.92% |
| Sharp | 0.91% | 0.68% |
| Beta | 0.90% | 0.98% |
| Alpha | 0.96% | -2.25% |
Fund Managers
| Scheme Name | Kotak Large & Midcap 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 Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.33 | 5 |
| Large Cap | 52.07 | 40.96 |
| Mid Cap | 34.89 | 36.73 |
| Small Cap | 5.71 | 17.31 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.78 | 2.39 |
| Communication Services | 2.93 | 4.95 |
| Energy | 5.84 | 2.29 |
| Financial Services | 24.06 | 27.67 |
| Technology | 7.11 | 11.14 |
| Consumer Cyclical | 13.66 | 7.46 |
| Basic Materials | 12.15 | 7.77 |
| Industrials | 16.73 | 15.6 |
| Consumer Defensive | 1.59 | 1.82 |
| Healthcare | 7.04 | 15.25 |
| Real Estate | 0.89 | 2.25 |
| Utilities | 4.21 | 1.43 |
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