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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) | ₹29961 Cr | ₹2796 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 | -0.95% | -1.57% |
| 6 Month | 5.27% | 2.67% |
| 1 Year | 3.39% | 0.51% |
| 3 Year | 18.31% | 15.52% |
| 5 Year | 18.77% | 18.74% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.77% | -0.57% |
| 1 Year | 11.79% | 7.25% |
| 3 Year | 15.24% | 11.62% |
| 5 Year | 16.77% | 14.05% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.57% | 20.41% |
| 3 Year | 15.95% | 21.17% |
| 5 Year | 15.36% | 22.16% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.87% | 13.32% |
| Sharp | 0.97% | 0.72% |
| Beta | 0.9% | 0.98% |
| Alpha | 1.32% | -2.06% |
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 | 6.45 | 4.51 |
| Large Cap | 52.57 | 44.14 |
| Mid Cap | 36.01 | 36.75 |
| Small Cap | 4.98 | 14.6 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.24 | 2.92 |
| Communication Services | 3.09 | 5.03 |
| Energy | 5.79 | 3.29 |
| Financial Services | 26.97 | 28.06 |
| Technology | 7.09 | 11.01 |
| Consumer Cyclical | 12.91 | 6.17 |
| Basic Materials | 11.51 | 6.4 |
| Industrials | 17.06 | 13.67 |
| Consumer Defensive | 1.56 | 1.81 |
| Healthcare | 7.5 | 17.69 |
| Real Estate | 0.88 | 2.2 |
| Utilities | 3.4 | 1.75 |
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