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Mirae Asset Large & Midcap Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹29961 Cr | ₹43542 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Sep 2004 | 09 Jul 2010 |
| 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% | 52% |
| Expense Ratio | 1.61 | 1.54 |
| Manager | Harsha Upadhyaya | Neelesh Surana |
| ISIN Code | INF174K01187 | INF769K01101 |
| 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 | Mirae Asset Large & Midcap 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 | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.95% | -0.47% |
| 6 Month | 5.27% | 6.94% |
| 1 Year | 3.39% | 6.08% |
| 3 Year | 18.31% | 16.7% |
| 5 Year | 18.77% | 17.62% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.77% | 2.06% |
| 1 Year | 11.79% | 15.63% |
| 3 Year | 15.24% | 14.99% |
| 5 Year | 16.77% | 14.96% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.57% | 14.88% |
| 3 Year | 15.95% | 20.08% |
| 5 Year | 15.36% | 21.39% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.77% | 13.54% |
| Sharp | 0.90% | 0.73% |
| Beta | 0.90% | 0.98% |
| Alpha | 1.19% | -1.46% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Neelesh Surana |
| Total AUM | ₹139411 Cr | ₹49127 Cr |
| Funds Managed | 11 | 2 |
| Kotak Large & Midcap Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.45 | 3.52 |
| Large Cap | 52.57 | 52.53 |
| Mid Cap | 36.01 | 30.25 |
| Small Cap | 4.98 | 13.7 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.24 | 0.55 |
| Communication Services | 3.09 | 3.83 |
| Energy | 5.79 | 2.81 |
| Financial Services | 26.97 | 30.91 |
| Technology | 7.09 | 8.03 |
| Consumer Cyclical | 12.91 | 16.33 |
| Basic Materials | 11.51 | 6.36 |
| Industrials | 17.06 | 9.93 |
| Consumer Defensive | 1.56 | 4.82 |
| Healthcare | 7.5 | 11.13 |
| Real Estate | 0.88 | 2.14 |
| Utilities | 3.4 | 3.16 |
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