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

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Kotak Equity Opportunities Fund - Growth

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Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk
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

Scheme Name	Kotak Equity Opportunities Fund - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month	-4.14%	-5.04%
6 Month	-12.04%	-13.55%
1 Year	6.97%	2.94%
3 Year	16.22%	7.22%
5 Year	17.43%	12.04%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month	-	-
1 Year	-10.86%	-12.45%
3 Year	15.27%	9.59%
5 Year	18.54%	12.37%

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%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Standard Deviation	13.326%	13.91%
Sharp	0.783%	0.12%
Beta	0.915%	1.01%
Alpha	3.302%	-8.44%

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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