Mirae Asset Large & Midcap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24534 Cr | ₹36514 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 Equity Opportunities Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.69% | 3.76% |
6 Month | -3.52% | -2.56% |
1 Year | 1.43% | 3.71% |
3 Year | 23.56% | 19.59% |
5 Year | 24.82% | 24.37% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.57% | 9.41% |
1 Year | 6.17% | 7.37% |
3 Year | 18.84% | 16.49% |
5 Year | 19.3% | 16.67% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.44% | 15.69% |
3 Year | 15.54% | 20.39% |
5 Year | 15.02% | 21.47% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.018% | 14.18% |
Sharp | 0.647% | 0.35% |
Beta | 0.929% | 0.958% |
Alpha | 3.063% | -1.215% |
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Fund Managers
Scheme Name | Kotak Equity Opportunities 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 Equity Opportunities Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.51 | 0.69 |
Large Cap | 54.26 | 48.77 |
Mid Cap | 35.22 | 35.26 |
Small Cap | 6.01 | 15.27 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.44 | 0.69 |
Communication Services | 2.5 | 3.85 |
Energy | 5.77 | 3.38 |
Financial Services | 20.63 | 28.3 |
Technology | 10.67 | 9.15 |
Consumer Cyclical | 13.42 | 12.53 |
Industrials | 16.41 | 13.67 |
Consumer Defensive | 1.89 | 2.7 |
Healthcare | 8.56 | 10.28 |
Basic Materials | 10.21 | 9.46 |
Real Estate | 0.86 | 1.69 |
Utilities | 5.64 | 4.3 |
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