DSP Equity Opportunities Fund vs Kotak Equity Opportunities Fund compare

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon DSP Equity Opportunities Fund-Regular Plan - 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 DSP Equity Opportunities Fund-Regular Plan - Growth
Fund Kotak Equity Opportunities Fund - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹25288 Cr ₹13093 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Sep 2004 16 May 2000
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% 40%
Expense Ratio 1.59 1.74
Manager Harsha Upadhyaya Rohit Singhania
ISIN Code INF174K01187 INF740K01094
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 less than 12 months/365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
1 Month -2.37% -2.14%
6 Month 2.88% 8.4%
1 Year 32.34% 35.73%
3 Year 19.06% 18.65%
5 Year 21.34% 20.97%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
6 Month - -
1 Year 11.34% -
3 Year 22.98% -
5 Year 23.07% -

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
1 Year 16.73% 18.32%
3 Year 15.24% 17.6%
5 Year 14.7% 16.47%

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Standard Deviation 11.87% 12.87%
Sharp 1.28% 0.84%
Beta 0.85% 0.96%
Alpha 2.07% 0.97%

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Fund Managers

Scheme Name Kotak Equity Opportunities Fund - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Name Harsha Upadhyaya Rohit Singhania
Total AUM ₹139411 Cr ₹46862 Cr
Fund Manage 11 7
Kotak Equity Opportunities Fund - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

Market Cap

Scheme Name

Kotak Equity Opportunities Fund - Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 1.8 2.43
Large Cap 56.41 50.88
Mid Cap 36.67 36.02
Small Cap 5.41 10.36

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 1.8 2.43
Telecom - Services 1.54 2.87
Petroleum Products 5.47 3.85
Finance 2.28 7.72
IT - Software 8.08 7.47
Construction 3.44 4.15
Banks 16.27 21.94
Diversified FMCG 1.02 2.43
Pharmaceuticals & Biotechnology 7.92 8.23
Non - Ferrous Metals 0.64 1.19
Healthcare Services 0.54 -
Ferrous Metals 2.81 0.81
Chemicals & Petrochemicals 4.93 1.94
Realty 1.16 1.18
Electrical Equipment 3.13 -
Gas 5.09 3.79
Automobiles 2.89 2.57
Fertilizers & Agrochemicals 1.92 1.41
Agricultural, Commercial & Construction Vehicles 1.9 -
Industrial Products 1.63 2.53
Consumer Durables 3.31 2.93
Aerospace & Defense 3.53 0.81
Auto Components 6.54 6.6
Cement & Cement Products 3.37 2.41
Capital Markets 1.08 -
Entertainment 0.76 -
Industrial Manufacturing 0.69 -
Power 1.48 1.76
Retailing 4.04 -
Beverages 1.03 -
Transport Services - 0.88
Insurance - 3.1
Diversified - 0.94
Oil - 1.62
Food Products - 0.66
Personal Products - 1.47

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