Compare Axis Large & Mid Cap Fund vs Kotak Large & Mid Cap Fund
Axis Large & Mid Cap Fund
EquityLarge & MidCap
Kotak Large & Mid Cap Fund
EquityLarge & MidCap
Risk
Very High
Very High
Rating
3.0
3.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.87
1.66
NAV
₹33.34
₹331.88
Fund Started
01 Oct 2018
27 Jul 2004
Fund Size
₹17319.58 Cr
₹32325.48 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
2.49%
-2.50%
3 Year
12.71%
10.51%
5 Year
10.07%
11.36%
Equity
95.58%
97.64%
Cash
1.60%
2.36%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 4.63% |
HDFC Bank Ltd. | 3.21% |
Divi's Laboratories Ltd. | 2.66% |
Eternal Ltd. | 2.61% |
Sona BLW Precision Forgings Ltd. | 2.50% |
Bharti Airtel Ltd. | 2.23% |
Shriram Finance Ltd | 2.05% |
Multi Commodity Exchange Of India Ltd. | 1.97% |
Axis Bank Ltd. | 1.96% |
Reliance Industries Ltd. | 1.84% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.28% |
State Bank of India | 4.10% |
Eternal Ltd. | 3.65% |
Bharat Electronics Ltd. | 3.59% |
ICICI Bank Ltd. | 3.15% |
Axis Bank Ltd. | 2.49% |
Larsen & Toubro Ltd. | 2.31% |
Ashok Leyland Ltd. | 2.28% |
Bajaj Finance Ltd. | 2.21% |
Bharat Forge Ltd. | 2.21% |
Name
-
-
Start Date
-
-
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
