Compare Axis Large & Mid Cap Fund vs Kotak Large & Midcap Fund
Risk
Very High
Very High
Rating
3.0
3.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.69
1.59
NAV
₹32.74
₹346.57
Fund Started
01 Oct 2018
27 Jul 2004
Fund Size
₹13973.12 Cr
₹27372.55 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
1 Year
9.13%
10.32%
3 Year
19.12%
18.61%
5 Year
15.15%
16.24%
Equity
93.41%
97.91%
Cash
1.40%
2.09%
Top 10 Holdings
HDFC Bank Ltd. | 4.85% |
ICICI Bank Ltd. | 4.63% |
Reliance Industries Ltd. | 2.69% |
State Bank of India | 2.68% |
Torrent Power Ltd. | 2.24% |
Shriram Finance Ltd | 2.22% |
Multi Commodity Exchange Of India Ltd. | 2.00% |
Bharti Airtel Ltd. | 1.97% |
Larsen & Toubro Ltd. | 1.88% |
GE Vernova T&D India Ltd | 1.87% |
HDFC Bank Ltd. | 5.21% |
State Bank of India | 4.47% |
Bharat Electronics Ltd. | 4.10% |
ICICI Bank Ltd. | 3.08% |
Eternal Ltd. | 2.93% |
Axis Bank Ltd. | 2.63% |
Bharti Airtel Ltd. | 2.47% |
Larsen & Toubro Ltd. | 2.37% |
Ashok Leyland Ltd. | 2.36% |
Hero Motocorp Ltd. | 2.27% |
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
