SBI Large & MIDCap Fund vs Kotak Equity Opportunities Fund compare

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Kotak Large & Midcap Fund - Growth

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SBI Large & MIDCap Fund- Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹27046 Cr	₹31296 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

Scheme Name	Kotak Large & Midcap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
1 Month	3.61%	4.58%
6 Month	2.66%	5.22%
1 Year	2.44%	6.23%
3 Year	24.12%	22.95%
5 Year	24.26%	25.57%

Scheme Name	Kotak Large & Midcap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month	11.11%	9.75%
1 Year	12.07%	13.1%
3 Year	20.83%	19.3%
5 Year	20.43%	20.11%

Scheme Name	Kotak Large & Midcap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year	16.44%	14.46%
3 Year	15.54%	14.87%
5 Year	15.02%	14.98%

Scheme Name	Kotak Large & Midcap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
Standard Deviation	14.06%	11.75%
Sharp	0.98%	1.05%
Beta	0.93%	0.81%
Alpha	3.82%	1.22%

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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

Scheme Name	Kotak Large & Midcap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
Others	3.73	4.29
Large Cap	55.41	39.88
Mid Cap	35.34	38.41
Small Cap	5.52	17.42

Scheme Name	Kotak Large & Midcap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
Others	2.58	4.29
Communication Services	3.14	-
Energy	5.97	-
Financial Services	23.82	-
Technology	8.77	-
Consumer Cyclical	12.32	-
Industrials	17.25	-
Consumer Defensive	1.74	-
Healthcare	7.34	-
Basic Materials	10.61	-
Real Estate	0.95	-
Utilities	5.5	-
Petroleum Products	-	3.45
IT - Software	-	5.37
Pharmaceuticals & Biotechnology	-	10.26
Industrial Manufacturing	-	1.58
Cement & Cement Products	-	4.78
Construction	-	2.3
Banks	-	23
Diversified FMCG	-	1.5
Non - Ferrous Metals	-	2.51
Ferrous Metals	-	3.33
Auto Components	-	8.37
Personal Products	-	2.9
Telecom - Services	-	1.73
Capital Markets	-	2.92
Consumer Durables	-	4.53
Chemicals & Petrochemicals	-	0.57
Transport Services	-	0.85
Finance	-	2.79
Industrial Products	-	1.43
Agricultural, Commercial & Construction Vehicles	-	2.04
Gas	-	0.31
Retailing	-	1.37
Food Products	-	0.47
Healthcare Services	-	0.58
Beverages	-	0.98
Textiles & Apparels	-	2.26
Leisure Services	-	1.79
Power	-	1.74