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) ₹25034 Cr ₹5403 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 09 Sep 2004 08 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 1.96
Manager Harsha Upadhyaya Amar Kalkundrikar
ISIN Code INF174K01187 INF204K01406
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 Nippon India Vision 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 Nippon India Vision Fund-Growth Plan-Growth Option
1 Month -5.97% -4.75%
6 Month -5.84% -2.89%
1 Year 15.33% 17.64%
3 Year 16.46% 17.69%
5 Year 18.73% 19.6%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth Nippon India Vision Fund-Growth Plan-Growth Option
6 Month - -
1 Year 1.74% 7.56%
3 Year 19.99% 23.54%
5 Year 21.22% 23.43%

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 2.23 3.11
Large Cap 55.98 55.77
Mid Cap 36.35 41.12
Small Cap 5.48 -

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

Nippon India Vision Fund-Growth Plan-Growth Option

Others 2.23 3.11
Telecom - Services 1.58 2.69
Petroleum Products 5 3.47
Finance 2.42 3.46
IT - Software 9.1 10.63
Construction 3.49 1.34
Banks 17.09 13.5
Diversified FMCG 0.91 1.22
Pharmaceuticals & Biotechnology 8.04 6.78
Non - Ferrous Metals 0.6 -
Healthcare Services 0.57 2.32
Chemicals & Petrochemicals 4.78 0.69
Realty 1.26 1.59
Electrical Equipment 3.11 4.61
Gas 4.63 -
Automobiles 2.6 3.38
Fertilizers & Agrochemicals 2 -
Agricultural, Commercial & Construction Vehicles 1.78 -
Industrial Products 1.54 1.45
Consumer Durables 2.96 5.33
Aerospace & Defense 3.66 2.52
Auto Components 6.2 2.45
Cement & Cement Products 3.32 1.43
Capital Markets 1.54 0.41
Entertainment 0.72 -
Industrial Manufacturing 0.68 -
Ferrous Metals 1.91 1.84
Power 1.54 5.96
Retailing 3.8 2.95
Beverages 0.98 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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