Aditya Birla Sun Life Equity Advantage Fund vs Kotak Equity Opportunities Fund compare

Kotak Equity Opportunities Fund - Growth

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Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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Overview

Scheme Name	Kotak Equity Opportunities Fund - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Fund	Kotak Equity Opportunities Fund - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹25288 Cr	₹6094 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	05 Sep 2004	24 Feb 1995
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	BSE 250 Large MidCap Index
Turn Over	14.92%	62%
Expense Ratio	1.59	1.89
Manager	Harsha Upadhyaya	Atul Penkar
ISIN Code	INF174K01187	INF209K01165
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365	Exit load of 1%, if redeemed within 90 days./365

Scheme Name	Kotak Equity Opportunities Fund - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month	-2.98%	-6.08%
6 Month	11.65%	9.32%
1 Year	36.69%	25.72%
3 Year	18.6%	7.01%
5 Year	21.81%	15.88%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month	-	-
1 Year	22.99%	14.74%
3 Year	26.04%	17.63%
5 Year	24.66%	17.53%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year	16.73%	15.76%
3 Year	15.24%	14.97%
5 Year	14.7%	15.17%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Standard Deviation	11.87%	13.91%
Sharp	1.28%	0.22%
Beta	0.85%	1.01%
Alpha	2.07%	-8.15%

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Scheme Name	Kotak Equity Opportunities Fund - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Name	Harsha Upadhyaya	Atul Penkar
Total AUM	₹139411 Cr	₹21393 Cr
Fund Manage	11	3
	Kotak Equity Opportunities Fund - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Scheme Name	Kotak Equity Opportunities Fund - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Others	1.8	0.93
Large Cap	56.41	51.01
Mid Cap	36.67	36.23
Small Cap	5.41	11.87

Scheme Name	Kotak Equity Opportunities Fund - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Others	1.8	0.93
Telecom - Services	1.54	-
Petroleum Products	5.47	-
Finance	2.28	-
IT - Software	8.08	-
Construction	3.44	4.45
Banks	16.27	-
Diversified FMCG	1.02	-
Pharmaceuticals & Biotechnology	7.92	-
Non - Ferrous Metals	0.64	-
Healthcare Services	0.54	-
Ferrous Metals	2.81	-
Chemicals & Petrochemicals	4.93	-
Realty	1.16	-
Electrical Equipment	3.13	-
Gas	5.09	-
Automobiles	2.89	-
Fertilizers & Agrochemicals	1.92	-
Agricultural, Commercial & Construction Vehicles	1.9	-
Industrial Products	1.63	-
Consumer Durables	3.31	-
Aerospace & Defense	3.53	-
Auto Components	6.54	-
Cement & Cement Products	3.37	-
Capital Markets	1.08	-
Entertainment	0.76	-
Industrial Manufacturing	0.69	-
Power	1.48	-
Retailing	4.04	-
Beverages	1.03	-
Energy	-	9.55
Technology	-	5.78
Materials	-	3.24
Financial	-	22
Healthcare	-	3.71
Metals & Mining	-	3.64
Chemicals	-	1.33
Services	-	15.82
Capital Goods	-	9.01
Automobile	-	9.56
Consumer Staples	-	1.39
Consumer Discretionary	-	4.28
Communication	-	2.14
Insurance	-	0.8
Textiles	-	2.41