Aditya Birla Sun Life Equity Advantage Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Chart Comparison
| 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) | ₹25034 Cr | ₹5872 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 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 | 1.9 |
| Manager | Harsha Upadhyaya | Atul Penkar |
| ISIN Code | INF174K01187 | INF209K01165 |
| Exits Load | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -5.97% | -4.99% |
| 6 Month | -5.84% | -5.99% |
| 1 Year | 15.33% | 9.09% |
| 3 Year | 16.46% | 6.87% |
| 5 Year | 18.73% | 14.01% |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 1.74% | 0.58% |
| 3 Year | 19.99% | 14.21% |
| 5 Year | 21.22% | 15.21% |
| 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% | 0.17% |
| Beta | 0.85% | 1% |
| Alpha | 2.07% | -8.17% |
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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 | 2.23 | 1.16 |
| Large Cap | 55.98 | 45.34 |
| Mid Cap | 36.35 | 36.85 |
| Small Cap | 5.48 | 16.62 |
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
|---|---|---|
| Others | 2.23 | 1.16 |
| Telecom - Services | 1.58 | 1.69 |
| Petroleum Products | 5 | 4.57 |
| Finance | 2.42 | 6.05 |
| IT - Software | 9.1 | 5.07 |
| Construction | 3.49 | 5.65 |
| Banks | 17.09 | 14.29 |
| Diversified FMCG | 0.91 | - |
| Pharmaceuticals & Biotechnology | 8.04 | 3.62 |
| Non - Ferrous Metals | 0.6 | 1.08 |
| Healthcare Services | 0.57 | 2.38 |
| Chemicals & Petrochemicals | 4.78 | 1.09 |
| Realty | 1.26 | 2.07 |
| Electrical Equipment | 3.11 | 1.04 |
| Gas | 4.63 | 3.01 |
| Automobiles | 2.6 | 1.18 |
| Fertilizers & Agrochemicals | 2 | - |
| Agricultural, Commercial & Construction Vehicles | 1.78 | 1.15 |
| Industrial Products | 1.54 | 2.33 |
| Consumer Durables | 2.96 | 3.99 |
| Aerospace & Defense | 3.66 | 2.41 |
| Auto Components | 6.2 | 10.03 |
| Cement & Cement Products | 3.32 | 2.03 |
| Capital Markets | 1.54 | - |
| Entertainment | 0.72 | - |
| Industrial Manufacturing | 0.68 | 0.6 |
| Ferrous Metals | 1.91 | 1.45 |
| Power | 1.54 | 1.18 |
| Retailing | 3.8 | 5.36 |
| Beverages | 0.98 | 1.05 |
| Leisure Services | - | 3.8 |
| Transport Services | - | 2.69 |
| Insurance | - | 2.6 |
| Textiles & Apparels | - | 3 |
| Oil | - | 1.36 |
| Transport Infrastructure | - | 0.99 |
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