Products
Platform
Research
Market
Learn
IPO
Compare Axis Large & Mid Cap Fund vs Kotak Large & Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 3.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.68 | 1.58 |
NAV | ₹33.45 | ₹351.38 |
Fund Started | 01 Oct 2018 | 27 Jul 2004 |
Fund Size | ₹15453.36 Cr | ₹29515.91 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Risk
Very High
Very High
Rating
3.0
3.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.68
1.58
NAV
₹33.45
₹351.38
Fund Started
01 Oct 2018
27 Jul 2004
Fund Size
₹15453.36 Cr
₹29515.91 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Returns
1 Year | 7.94% | 8.01% |
3 Year | 18.78% | 18.83% |
5 Year | 20.00% | 20.96% |
1 Year
7.94%
8.01%
3 Year
18.78%
18.83%
5 Year
20.00%
20.96%
Holding Analysis
Equity | 97.27% | 97.72% |
Cash | 1.78% | 2.28% |
Equity
97.27%
97.72%
Cash
1.78%
2.28%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.37% |
ICICI Bank Ltd. | 4.35% |
Reliance Industries Ltd. | 3.60% |
Bharti Airtel Ltd. | 2.38% |
GE Vernova T&D India Ltd | 2.33% |
Bajaj Finance Ltd. | 2.32% |
Fortis Healthcare Ltd. | 2.27% |
Torrent Power Ltd. | 2.10% |
Eternal Ltd. | 2.08% |
The Federal Bank Ltd. | 1.79% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.52% |
Bharat Electronics Ltd. | 4.04% |
State Bank of India | 3.97% |
Eternal Ltd. | 3.77% |
ICICI Bank Ltd. | 3.19% |
Infosys Ltd. | 2.91% |
Axis Bank Ltd. | 2.59% |
Bharti Airtel Ltd. | 2.54% |
Larsen & Toubro Ltd. | 2.53% |
Bajaj Finance Ltd. | 2.38% |
Fund Manager
Name | Jinesh Gopani | Arjun Khanna |
Start Date | 21 Feb 2022 | 06 Nov 2025 |
Name
Jinesh Gopani
Arjun Khanna
Start Date
21 Feb 2022
06 Nov 2025
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. | The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors. |
Launch Date | 01 Oct 2018 | 27 Jul 2004 |
Description
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.
The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors.
Launch Date
01 Oct 2018
27 Jul 2004