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UTI Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24534 Cr | ₹4047 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Sep 2004 | 30 Jul 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% | 32% |
| Expense Ratio | 1.61 | 1.9 |
| Manager | Harsha Upadhyaya | V Srivatsa |
| ISIN Code | INF174K01187 | INF789F01869 |
| 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 | UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.19% | 3.61% |
| 6 Month | -4.65% | -4.21% |
| 1 Year | 4.26% | 10.61% |
| 3 Year | 17.65% | 21.2% |
| 5 Year | 24.19% | 28.33% |
SIP Return Analysis
| Scheme Name | Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.32% | 1.09% |
| 1 Year | -6.52% | -2.25% |
| 3 Year | 17.07% | 21.37% |
| 5 Year | 18.65% | 22.07% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.98% | 9.5% |
| 3 Year | 15.39% | 9.15% |
| 5 Year | 14.87% | 10.86% |
Risk Management
| Scheme Name | Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.018% | 12.33% |
| Sharp | 0.647% | 0.81% |
| Beta | 0.929% | 0.92% |
| Alpha | 3.063% | 3.15% |
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Fund Managers
| Scheme Name | Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | V Srivatsa |
| Total AUM | ₹139411 Cr | ₹7921 Cr |
| Funds Managed | 11 | 3 |
| Kotak Equity Opportunities Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.51 | 5.62 |
| Large Cap | 54.26 | 44.64 |
| Mid Cap | 35.22 | 37.19 |
| Small Cap | 6.01 | 12.55 |
Sector Allocation
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.44 | 3.44 |
| Communication Services | 2.5 | 6.29 |
| Energy | 5.77 | 2.44 |
| Financial Services | 20.63 | 33.25 |
| Technology | 10.67 | 8.04 |
| Consumer Cyclical | 13.42 | 11.34 |
| Industrials | 16.41 | 6.02 |
| Consumer Defensive | 1.89 | 6.43 |
| Healthcare | 8.56 | 6.82 |
| Basic Materials | 10.21 | 11.45 |
| Real Estate | 0.86 | 2.42 |
| Utilities | 5.64 | 2.07 |
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