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UTI Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹29961 Cr | ₹5498 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 Large & Midcap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.95% | 0.42% |
| 6 Month | 5.27% | 5.99% |
| 1 Year | 3.39% | 5.07% |
| 3 Year | 18.31% | 21.45% |
| 5 Year | 18.77% | 21.95% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.77% | 2.63% |
| 1 Year | 11.79% | 13.84% |
| 3 Year | 15.24% | 18.32% |
| 5 Year | 16.77% | 19.14% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.57% | 9% |
| 3 Year | 15.95% | 10.45% |
| 5 Year | 15.36% | 11.45% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.77% | 13.33% |
| Sharp | 0.90% | 1.03% |
| Beta | 0.90% | 0.95% |
| Alpha | 1.19% | 2.74% |
Fund Managers
| Scheme Name | Kotak Large & Midcap 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 Large & Midcap Fund - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.45 | 5.47 |
| Large Cap | 52.57 | 48.19 |
| Mid Cap | 36.01 | 33.7 |
| Small Cap | 4.98 | 12.64 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.24 | 3.52 |
| Communication Services | 3.09 | 4.75 |
| Energy | 5.79 | 8.18 |
| Financial Services | 26.97 | 28.65 |
| Technology | 7.09 | 10.31 |
| Consumer Cyclical | 12.91 | 10.88 |
| Basic Materials | 11.51 | 7.56 |
| Industrials | 17.06 | 8.28 |
| Consumer Defensive | 1.56 | 5.78 |
| Healthcare | 7.5 | 7.5 |
| Real Estate | 0.88 | 2.67 |
| Utilities | 3.4 | 1.93 |
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