Kotak Equity Opportunities Fund vs DSP 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) ₹25034 Cr ₹13804 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 1.59 1.72
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 5.7% 4.35%
6 Month 3.23% 5.68%
1 Year 29.96% 27.73%
3 Year 21.17% 20.44%
5 Year 22.25% 21.47%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
6 Month - -
1 Year 24.83% 24.87%
3 Year 27.64% 28.72%
5 Year 25.52% 25.57%

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% 0.97%
Beta 0.85% 0.94%
Alpha 2.07% 2%

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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 2.23 2.64
Large Cap 55.98 50.98
Mid Cap 36.35 35.21
Small Cap 5.48 10.84

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 2.23 2.64
Telecom - Services 1.58 2.71
Petroleum Products 5 3.01
Finance 2.42 7.33
IT - Software 9.1 7.4
Construction 3.49 4.14
Banks 17.09 23.92
Diversified FMCG 0.91 2.35
Pharmaceuticals & Biotechnology 8.04 8.94
Non - Ferrous Metals 0.6 1.13
Healthcare Services 0.57 0.64
Chemicals & Petrochemicals 4.78 1.9
Realty 1.26 1.02
Electrical Equipment 3.11 -
Gas 4.63 3.9
Automobiles 2.6 2.79
Fertilizers & Agrochemicals 2 1.47
Agricultural, Commercial & Construction Vehicles 1.78 -
Industrial Products 1.54 2.52
Consumer Durables 2.96 2.91
Aerospace & Defense 3.66 -
Auto Components 6.2 6.06
Cement & Cement Products 3.32 2.37
Capital Markets 1.54 -
Entertainment 0.72 -
Industrial Manufacturing 0.68 -
Ferrous Metals 1.91 0.81
Power 1.54 1.7
Retailing 3.8 -
Beverages 0.98 -
Transport Services - 0.85
Insurance - 2.94
Diversified - 0.87
Oil - 1.38
Food Products - 0.55
Personal Products - 1.42

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