UTI Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare

UTI Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare

Link copied to clipboard!

Kotak Large & Midcap Fund - Growth

Invest Now

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

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)	₹28084 Cr	₹4865 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	0.02%	-1.41%
6 Month	13.5%	10.69%
1 Year	1.18%	0.99%
3 Year	19.09%	21.18%
5 Year	22.28%	24.73%

SIP Return Analysis

Scheme Name	Kotak Large & Midcap Fund - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	3.93%	2.67%
1 Year	5.54%	3.18%
3 Year	16.49%	18.85%
5 Year	17.69%	19.77%

Rolling Lumpsum Returns

Scheme Name	Kotak Large & Midcap Fund - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	16.03%	9.53%
3 Year	15.68%	9.88%
5 Year	15.12%	11.21%

Risk Management

Scheme Name	Kotak Large & Midcap Fund - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.90%	12.33%
Sharp	0.98%	1.16%
Beta	0.91%	0.95%
Alpha	4.17%	2.75%

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	5.13	5.97
Large Cap	51.8	45.68
Mid Cap	37.95	36
Small Cap	5.12	12.34

Sector Allocation

Scheme Name	Kotak Large & Midcap Fund - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	1.82	4.46
Communication Services	3.05	5.78
Energy	5.73	6.38
Financial Services	24.02	29.97
Technology	8.23	9.45
Consumer Cyclical	12.87	8.61
Basic Materials	11.78	9.27
Industrials	17.14	7.78
Consumer Defensive	1.62	5.43
Healthcare	7.71	8.35
Real Estate	0.93	2.3
Utilities	5.11	2.23

Top Comparisons

SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns7.49%

VS

Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns6.55%

Compare Now

ICICI Prudential Corporate Bond Fund - Growth

3Y Returns7.9%

VS

PGIM India Corporate Bond Fund - Growth

3Y Returns6.87%

Compare Now

Invesco India Dynamic Equity Fund - Growth

3Y Returns13.24%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns13.24%

Compare Now

SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns27.13%

VS

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

3Y Returns24.03%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully