- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Large & MIDCap Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹27655 Cr | ₹33248 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Sep 2004 | 25 May 2005 |
| 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% | 25% |
| Expense Ratio | 1.61 | 1.6 |
| Manager | Harsha Upadhyaya | Pradeep Kesavan |
| ISIN Code | INF174K01187 | INF200K01305 |
| 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 | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Month | 3.39% | 2.75% |
| 6 Month | 17.53% | 15.55% |
| 1 Year | -0.67% | 1.81% |
| 3 Year | 18.87% | 17.47% |
| 5 Year | 22.08% | 23.45% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 4.14% | 4.44% |
| 1 Year | 11.62% | 13.4% |
| 3 Year | 17.22% | 16.71% |
| 5 Year | 17.89% | 17.79% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 16.03% | 14.21% |
| 3 Year | 15.68% | 15% |
| 5 Year | 15.12% | 15.04% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 13.00% | 11.75% |
| Sharp | 0.81% | 0.92% |
| Beta | 0.92% | 0.79% |
| Alpha | 3.84% | 1.68% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Pradeep Kesavan |
| Total AUM | ₹139411 Cr | ₹434274 Cr |
| Funds Managed | 11 | 43 |
| Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 4.65 | 7.29 |
| Large Cap | 52.88 | 37.66 |
| Mid Cap | 36.9 | 38.65 |
| Small Cap | 5.57 | 16.4 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 1.37 | 5.76 |
| Communication Services | 3.04 | 1.08 |
| Energy | 5.51 | 3.1 |
| Financial Services | 23.55 | 24.54 |
| Technology | 8.34 | 4.42 |
| Consumer Cyclical | 14.02 | 14.54 |
| Basic Materials | 12.4 | 17.1 |
| Industrials | 17.45 | 9.46 |
| Consumer Defensive | 1.67 | 6.49 |
| Healthcare | 7.29 | 12.04 |
| Real Estate | 0.93 | - |
| Utilities | 4.43 | 1.47 |
Top Comparisons
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns16.37%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns11.1%
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
3Y Returns0%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.94%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns18.84%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns9.85%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.27%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.43%
