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) | ₹27046 Cr | ₹39459 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 | 3.61% | 3.87% |
6 Month | 2.66% | 3.94% |
1 Year | 2.44% | 3% |
3 Year | 24.12% | 20.06% |
5 Year | 24.26% | 23.35% |
SIP Return Analysis
Scheme Name | Kotak Large & Midcap Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 11.19% | 11.25% |
1 Year | 13.36% | 13.25% |
3 Year | 20.23% | 17.73% |
5 Year | 20.1% | 17.32% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large & Midcap 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 Large & Midcap Fund - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.65% | 14.15% |
Sharp | 1.21% | 0.94% |
Beta | 0.93% | 0.98% |
Alpha | 3.99% | -0.02% |
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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 | 3.73 | 1.33 |
Large Cap | 55.41 | 50.07 |
Mid Cap | 35.34 | 35.4 |
Small Cap | 5.52 | 13.2 |
Sector Allocation
Scheme Name |
Kotak Large & Midcap Fund - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.58 | 1.33 |
Communication Services | 3.14 | 3.71 |
Energy | 5.97 | 3.62 |
Financial Services | 23.82 | 27.42 |
Technology | 8.77 | 8.91 |
Consumer Cyclical | 12.32 | 13.81 |
Industrials | 17.25 | 11.47 |
Consumer Defensive | 1.74 | 4.24 |
Healthcare | 7.34 | 10.28 |
Basic Materials | 10.61 | 8.83 |
Real Estate | 0.95 | 2.3 |
Utilities | 5.5 | 4.06 |
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