Compare Axis Large & Mid Cap Fund vs Kotak Large & Midcap Fund
Axis Large & Mid Cap Fund
Kotak Large & Midcap Fund
Risk
Very High
Very High
Rating
3.0
3.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.93
1.65
NAV
₹37.70
₹403.50
Fund Started
01 Oct 2018
27 Jul 2004
Fund Size
₹16469.27 Cr
₹31262.73 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
3.49%
0.91%
3 Year
14.52%
14.01%
5 Year
12.13%
13.75%
Equity
96.32%
98.50%
Cash
1.30%
1.50%
Top 10 Holdings
ICICI Bank Ltd. | 4.60% |
HDFC Bank Ltd. | 4.33% |
Shriram Finance Ltd | 2.51% |
Eternal Ltd. | 2.21% |
BSE Ltd. | 2.20% |
GE Vernova T&D India Ltd | 2.16% |
Larsen & Toubro Ltd. | 2.05% |
Apar Industries Ltd. | 2.00% |
The Federal Bank Ltd. | 2.00% |
Axis Bank Ltd. | 1.97% |
HDFC Bank Ltd. | 4.98% |
State Bank of India | 4.11% |
Bharat Electronics Ltd. | 3.69% |
ICICI Bank Ltd. | 3.08% |
Eternal Ltd. | 3.05% |
Axis Bank Ltd. | 2.67% |
BSE Ltd. | 2.47% |
Larsen & Toubro Ltd. | 2.45% |
Bharat Forge Ltd. | 2.33% |
Bharti Airtel Ltd. | 2.25% |
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
