Axis Growth Opportunities Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
Axis Growth Opportunities Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹24534 Cr | ₹13522 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 09 Sep 2004 | 22 Oct 2018 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 14.92% | 23% |
Expense Ratio | 1.61 | 1.7 |
Manager | Harsha Upadhyaya | Shreyash Devalkar |
ISIN Code | INF174K01187 | INF846K01J79 |
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 | Axis Growth Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
1 Month | -4.14% | -3.69% |
6 Month | -12.04% | -9.33% |
1 Year | 6.97% | 9.92% |
3 Year | 16.22% | 14.39% |
5 Year | 17.43% | 18.34% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -10.86% | -6.15% |
3 Year | 15.27% | 15.93% |
5 Year | 18.54% | 18.16% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.98% | 20.92% |
3 Year | 15.39% | 20.13% |
5 Year | 14.87% | 21.6% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.326% | 14.704% |
Sharp | 0.783% | 0.541% |
Beta | 0.915% | 0.946% |
Alpha | 3.302% | 0.581% |
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Fund Managers
Scheme Name | Kotak Equity Opportunities Fund - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Shreyash Devalkar |
Total AUM | ₹139411 Cr | ₹166770 Cr |
Fund Manage | 11 | 14 |
Kotak Equity Opportunities Fund - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
Others | 2.23 | 16.61 |
Large Cap | 55.98 | 41.59 |
Mid Cap | 36.35 | 35.17 |
Small Cap | 5.48 | 6.65 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
Others | 2.23 | 16.61 |
Telecom - Services | 1.58 | 2.15 |
Petroleum Products | 5 | 1.95 |
Finance | 2.42 | 4.73 |
IT - Software | 9.1 | 6.43 |
Construction | 3.49 | 1.65 |
Banks | 17.09 | 9.9 |
Diversified FMCG | 0.91 | 1.77 |
Pharmaceuticals & Biotechnology | 8.04 | 5.72 |
Non - Ferrous Metals | 0.6 | 0.22 |
Healthcare Services | 0.57 | 1.92 |
Chemicals & Petrochemicals | 4.78 | 2.41 |
Realty | 1.26 | 3.12 |
Electrical Equipment | 3.11 | 5.84 |
Gas | 4.63 | - |
Automobiles | 2.6 | 2.98 |
Fertilizers & Agrochemicals | 2 | 1.81 |
Agricultural, Commercial & Construction Vehicles | 1.78 | - |
Industrial Products | 1.54 | 2.81 |
Consumer Durables | 2.96 | 2.08 |
Aerospace & Defense | 3.66 | 1.86 |
Auto Components | 6.2 | 4.69 |
Cement & Cement Products | 3.32 | 0.37 |
Capital Markets | 1.54 | 1.82 |
Entertainment | 0.72 | - |
Industrial Manufacturing | 0.68 | 0.27 |
Ferrous Metals | 1.91 | - |
Power | 1.54 | 6.48 |
Retailing | 3.8 | 2.74 |
Beverages | 0.98 | 0.88 |
IT - Services | - | 0.54 |
Leisure Services | - | 1.73 |
Insurance | - | 1.89 |
Personal Products | - | 0.88 |
Financial Technology (Fintech) | - | 0.58 |
Food Products | - | 0.02 |
Transport Services | - | 1.17 |
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