Compare Axis Large & Mid Cap Fund vs Kotak Large & Mid Cap Fund
Axis Large & Mid Cap Fund
Kotak Large & Mid Cap Fund
Risk
Very High
Very High
Rating
3.0
3.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.88
1.66
NAV
₹34.91
₹347.44
Fund Started
01 Oct 2018
27 Jul 2004
Fund Size
₹16801.64 Cr
₹32050.32 Cr
Exit Load
-
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
1 Year
7.69%
2.76%
3 Year
14.14%
11.90%
5 Year
11.53%
12.17%
Equity
94.40%
99.31%
Cash
2.65%
0.69%
Top 10 Holdings
ICICI Bank Ltd. | 4.71% |
HDFC Bank Ltd. | 3.49% |
Eternal Ltd. | 2.48% |
Sona BLW Precision Forgings Ltd. | 2.44% |
The Federal Bank Ltd. | 2.13% |
Bharti Airtel Ltd. | 2.05% |
Shriram Finance Ltd | 1.99% |
Reliance Industries Ltd. | 1.95% |
Divi's Laboratories Ltd. | 1.82% |
Axis Bank Ltd. | 1.76% |
HDFC Bank Ltd. | 4.55% |
State Bank of India | 4.01% |
Eternal Ltd. | 3.40% |
Bharat Electronics Ltd. | 3.39% |
ICICI Bank Ltd. | 3.14% |
Bajaj Finance Ltd. | 2.40% |
Axis Bank Ltd. | 2.38% |
Bharti Airtel Ltd. | 2.34% |
Bharat Forge Ltd. | 2.33% |
BSE Ltd. | 2.28% |
Name
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Start Date
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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
