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SBI Large & MIDCap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Fund | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24534 Cr | ₹28677 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 | 1.61 |
| 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 Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Month | 2.19% | 1.9% |
| 6 Month | -4.65% | -2.67% |
| 1 Year | 4.26% | 8.62% |
| 3 Year | 17.65% | 16.42% |
| 5 Year | 24.19% | 25.53% |
SIP Return Analysis
| Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 0.32% | 1.21% |
| 1 Year | -6.52% | -1.46% |
| 3 Year | 17.07% | 16.3% |
| 5 Year | 18.65% | 18.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 16.98% | 14.74% |
| 3 Year | 15.39% | 14.69% |
| 5 Year | 14.87% | 14.88% |
Risk Management
| Scheme Name | Kotak Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 14.018% | 11.75% |
| Sharp | 0.647% | 0.65% |
| Beta | 0.929% | 0.84% |
| Alpha | 3.063% | 0.73% |
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Fund Managers
| Scheme Name | Kotak Equity Opportunities 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 Equity Opportunities Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
Market Cap
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 4.51 | 7.11 |
| Large Cap | 54.26 | 40.15 |
| Mid Cap | 35.22 | 35.86 |
| Small Cap | 6.01 | 16.88 |
Sector Allocation
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 3.44 | 6.15 |
| Communication Services | 2.5 | 3 |
| Energy | 5.77 | 3.33 |
| Financial Services | 20.63 | 26.38 |
| Technology | 10.67 | 7.31 |
| Consumer Cyclical | 13.42 | 11.6 |
| Industrials | 16.41 | 10 |
| Consumer Defensive | 1.89 | 5.56 |
| Healthcare | 8.56 | 10.94 |
| Basic Materials | 10.21 | 13.6 |
| Real Estate | 0.86 | - |
| Utilities | 5.64 | 2.14 |
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