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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) | ₹29961 Cr | ₹37045 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 | -0.12% | 0.36% |
| 6 Month | 2.79% | 4.22% |
| 1 Year | 5.54% | 9.85% |
| 3 Year | 19.33% | 18.16% |
| 5 Year | 18.7% | 19.58% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.24% | 2.97% |
| 1 Year | 13.99% | 15.31% |
| 3 Year | 15.28% | 15.48% |
| 5 Year | 16.77% | 16.64% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 15.57% | 13.6% |
| 3 Year | 15.95% | 15.27% |
| 5 Year | 15.36% | 15.18% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 11.87% | 11.75% |
| Sharp | 0.97% | 0.94% |
| Beta | 0.9% | 0.81% |
| Alpha | 1.32% | 0.64% |
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 | 6.45 | 8.57 |
| Large Cap | 52.57 | 36.05 |
| Mid Cap | 36.01 | 41.51 |
| Small Cap | 4.98 | 13.86 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 2.24 | 4.39 |
| Communication Services | 3.09 | 1.53 |
| Energy | 5.79 | 4.37 |
| Financial Services | 26.97 | 23.24 |
| Technology | 7.09 | 5.06 |
| Consumer Cyclical | 12.91 | 15.47 |
| Basic Materials | 11.51 | 16.28 |
| Industrials | 17.06 | 9.21 |
| Consumer Defensive | 1.56 | 6.42 |
| Healthcare | 7.5 | 12.23 |
| Real Estate | 0.88 | - |
| Utilities | 3.4 | 1.8 |
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