DSP Equity Opportunities Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
DSP Equity Opportunities Fund-Regular Plan - Growth
Chart Comparison
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) | ₹24534 Cr | ₹13444 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 09 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 | 1.61 | 1.7 |
Manager | Harsha Upadhyaya | Rohit Singhania |
ISIN Code | INF174K01187 | INF740K01094 |
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 | DSP Equity Opportunities Fund - Regular Plan - 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 | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Month | 7.06% | 7.65% |
6 Month | -12.7% | -10.65% |
1 Year | 5.7% | 12.99% |
3 Year | 15.97% | 18.65% |
5 Year | 27.24% | 28.6% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | -5.15% | -2.59% |
1 Year | -10.38% | -4.08% |
3 Year | 16.52% | 20.49% |
5 Year | 18.71% | 20.52% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Year | 16.98% | 18.49% |
3 Year | 15.39% | 17.67% |
5 Year | 14.87% | 16.58% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.018% | 12.87% |
Sharp | 0.647% | 0.74% |
Beta | 0.929% | 0.93% |
Alpha | 3.063% | 2.02% |
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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 |
Funds Managed | 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 | 4.51 | 3.7 |
Large Cap | 54.26 | 50.98 |
Mid Cap | 35.22 | 35.38 |
Small Cap | 6.01 | 9.94 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 3.44 | 2.18 |
Communication Services | 2.5 | 3.27 |
Energy | 5.77 | 5.95 |
Financial Services | 20.63 | 32.76 |
Technology | 10.67 | 7.57 |
Consumer Cyclical | 13.42 | 10.79 |
Industrials | 16.41 | 6.88 |
Consumer Defensive | 1.89 | 4.17 |
Healthcare | 8.56 | 9.87 |
Basic Materials | 10.21 | 10.92 |
Real Estate | 0.86 | 1.13 |
Utilities | 5.64 | 4.51 |
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