Nippon India Vision Fund vs Kotak Equity Opportunities Fund compare

Kotak Equity Opportunities Fund - Growth

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Nippon India Vision Fund-Growth Plan-Growth Option

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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

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%

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%

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%

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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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

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	-

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