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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) | ₹28084 Cr | ₹33348 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 | -1.21% | -1.07% |
| 6 Month | 13.27% | 12.43% |
| 1 Year | -0.6% | 2.75% |
| 3 Year | 19.43% | 18.26% |
| 5 Year | 21.98% | 23.13% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 3.93% | 4.16% |
| 1 Year | 5.54% | 7.97% |
| 3 Year | 16.49% | 15.99% |
| 5 Year | 17.69% | 17.71% |
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 | 12.90% | 11.75% |
| Sharp | 0.98% | 1.12% |
| Beta | 0.91% | 0.8% |
| Alpha | 4.17% | 1.99% |
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 | 5.13 | 6.44 |
| Large Cap | 51.8 | 38.72 |
| Mid Cap | 37.95 | 38.49 |
| Small Cap | 5.12 | 16.35 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 1.82 | 4.99 |
| Communication Services | 3.05 | 1.16 |
| Energy | 5.73 | 3.17 |
| Financial Services | 24.02 | 27.34 |
| Technology | 8.23 | 4.37 |
| Consumer Cyclical | 12.87 | 13.56 |
| Basic Materials | 11.78 | 16.87 |
| Industrials | 17.14 | 9.35 |
| Consumer Defensive | 1.62 | 5.83 |
| Healthcare | 7.71 | 11.81 |
| Real Estate | 0.93 | - |
| Utilities | 5.11 | 1.56 |
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