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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
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) | ₹24534 Cr | ₹5483 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 | 1.61 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 6.38% | 7.21% |
| 6 Month | -13.27% | -14.5% |
| 1 Year | 5.8% | 3.51% |
| 3 Year | 15.74% | 7.98% |
| 5 Year | 27.09% | 22.86% |
SIP Return Analysis
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -5.15% | -4.96% |
| 1 Year | -10.38% | -10.93% |
| 3 Year | 16.52% | 11.66% |
| 5 Year | 18.71% | 12.72% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.98% | 15.78% |
| 3 Year | 15.39% | 14.79% |
| 5 Year | 14.87% | 15.2% |
Risk Management
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.018% | 13.91% |
| Sharp | 0.647% | 0.06% |
| Beta | 0.929% | 1% |
| Alpha | 3.063% | -8.24% |
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Fund Managers
| 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 |
| Funds Managed | 11 | 3 |
| Kotak Equity Opportunities Fund - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
|---|---|---|
| Others | 4.51 | 2.77 |
| Large Cap | 54.26 | 48.74 |
| Mid Cap | 35.22 | 35.77 |
| Small Cap | 6.01 | 12.72 |
Sector Allocation
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
|---|---|---|
| Others | 3.44 | 1.58 |
| Communication Services | 2.5 | 3.32 |
| Energy | 5.77 | 4.63 |
| Financial Services | 20.63 | 23.27 |
| Technology | 10.67 | 6.94 |
| Consumer Cyclical | 13.42 | 22.59 |
| Industrials | 16.41 | 13.77 |
| Consumer Defensive | 1.89 | 2.11 |
| Healthcare | 8.56 | 7.69 |
| Basic Materials | 10.21 | 9.36 |
| Real Estate | 0.86 | 1.97 |
| Utilities | 5.64 | 2.79 |
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