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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) | ₹27655 Cr | ₹40554 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| 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 | 2.78% | 3.98% |
| 6 Month | 17.71% | 19.47% |
| 1 Year | -1.43% | -1.03% |
| 3 Year | 18.66% | 16.64% |
| 5 Year | 21.84% | 20.75% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.14% | 4.98% |
| 1 Year | 11.62% | 14.25% |
| 3 Year | 17.22% | 15.83% |
| 5 Year | 17.89% | 15.53% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.03% | 15.41% |
| 3 Year | 15.68% | 20.32% |
| 5 Year | 15.12% | 21.56% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.00% | 13.70% |
| Sharp | 0.81% | 0.60% |
| Beta | 0.92% | 1.00% |
| Alpha | 3.84% | 0.94% |
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 | 5.13 | 1.7 |
| Large Cap | 51.8 | 50.62 |
| Mid Cap | 37.95 | 34.29 |
| Small Cap | 5.12 | 13.38 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.82 | 0.96 |
| Communication Services | 3.05 | 3.54 |
| Energy | 5.73 | 3.41 |
| Financial Services | 24.02 | 27.62 |
| Technology | 8.23 | 9.48 |
| Consumer Cyclical | 12.87 | 15.37 |
| Basic Materials | 11.78 | 7.27 |
| Industrials | 17.14 | 10.87 |
| Consumer Defensive | 1.62 | 4.44 |
| Healthcare | 7.71 | 11.83 |
| Real Estate | 0.93 | 1.87 |
| Utilities | 5.11 | 3.34 |
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