Kotak Equity Opportunities Fund vs Nippon India Vision Fund compare

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon Nippon India Vision Fund-Growth Plan-Growth Option

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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 Nippon India Vision Fund-Growth Plan-Growth Option
Fund Kotak Equity Opportunities Fund - Growth Nippon India Vision Fund-Growth Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹25288 Cr ₹5015 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 05 Oct 1995
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% 74%
Expense Ratio 1.59 1.99
Manager Harsha Upadhyaya Amar Kalkundrikar
ISIN Code INF174K01187 INF204K01406
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Nippon India Vision Fund-Growth Plan-Growth Option
1 Month -6.19% -5.22%
6 Month 3.5% 7.18%
1 Year 31.04% 35.9%
3 Year 18.03% 17.82%
5 Year 20.8% 20.74%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth Nippon India Vision Fund-Growth Plan-Growth Option
6 Month - -
1 Year 22.99% 24.81%
3 Year 26.04% 27.6%
5 Year 24.66% 25.71%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Nippon India Vision Fund-Growth Plan-Growth Option
1 Year 16.73% 18.05%
3 Year 15.24% 15.12%
5 Year 14.7% 14.5%

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth Nippon India Vision Fund-Growth Plan-Growth Option
Standard Deviation 11.87% 12.43%
Sharp 1.28% 1.26%
Beta 0.85% 0.91%
Alpha 2.07% 1.57%

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Fund Managers

Scheme Name Kotak Equity Opportunities Fund - Growth Nippon India Vision Fund-Growth Plan-Growth Option
Name Harsha Upadhyaya Amar Kalkundrikar
Total AUM ₹139411 Cr ₹19671 Cr
Fund Manage 11 4
Kotak Equity Opportunities Fund - Growth Nippon India Vision Fund-Growth Plan-Growth Option

Market Cap

Scheme Name

Kotak Equity Opportunities Fund - Growth

Nippon India Vision Fund-Growth Plan-Growth Option

Others 1.8 3.11
Large Cap 56.41 55.77
Mid Cap 36.67 41.12
Small Cap 5.41 -

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

Nippon India Vision Fund-Growth Plan-Growth Option

Others 1.8 3.11
Telecom - Services 1.54 2.69
Petroleum Products 5.47 3.47
Finance 2.28 3.46
IT - Software 8.08 10.63
Construction 3.44 1.34
Banks 16.27 13.5
Diversified FMCG 1.02 1.22
Pharmaceuticals & Biotechnology 7.92 6.78
Non - Ferrous Metals 0.64 -
Healthcare Services 0.54 2.32
Ferrous Metals 2.81 1.84
Chemicals & Petrochemicals 4.93 0.69
Realty 1.16 1.59
Electrical Equipment 3.13 4.61
Gas 5.09 -
Automobiles 2.89 3.38
Fertilizers & Agrochemicals 1.92 -
Agricultural, Commercial & Construction Vehicles 1.9 -
Industrial Products 1.63 1.45
Consumer Durables 3.31 5.33
Aerospace & Defense 3.53 2.52
Auto Components 6.54 2.45
Cement & Cement Products 3.37 1.43
Capital Markets 1.08 0.41
Entertainment 0.76 -
Industrial Manufacturing 0.69 -
Power 1.48 5.96
Retailing 4.04 2.95
Beverages 1.03 1.46
Personal Products - 2.22
Transport Services - 2.66
Diversified Metals - 1.66
Financial Technology (Fintech) - 1.53
Minerals & Mining - 1.07
Textiles & Apparels - 1.46
Insurance - 2.19
Leisure Services - 2.62

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