Nippon India Vision Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
Nippon India Vision Fund-Growth Plan-Growth Option
Chart Comparison
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) | ₹24534 Cr | ₹5353 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 | 1.61 | 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 | 7.06% | 7.63% |
6 Month | -12.7% | -9.93% |
1 Year | 5.7% | 9.86% |
3 Year | 15.97% | 17.59% |
5 Year | 27.24% | 29.4% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | -5.15% | -3.51% |
1 Year | -10.38% | -4.99% |
3 Year | 16.52% | 20.27% |
5 Year | 18.71% | 21.11% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 16.98% | 18.28% |
3 Year | 15.39% | 15.27% |
5 Year | 14.87% | 14.62% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 14.018% | 14.058% |
Sharp | 0.647% | 0.734% |
Beta | 0.929% | 0.953% |
Alpha | 3.063% | 4.157% |
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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 |
Funds Managed | 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 | 4.51 | 2.12 |
Large Cap | 54.26 | 57.23 |
Mid Cap | 35.22 | 40.65 |
Small Cap | 6.01 | 0 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
Others | 3.44 | 2.12 |
Communication Services | 2.5 | 3.95 |
Energy | 5.77 | 5.08 |
Financial Services | 20.63 | 21.39 |
Technology | 10.67 | 15.01 |
Consumer Cyclical | 13.42 | 13.77 |
Industrials | 16.41 | 11.87 |
Consumer Defensive | 1.89 | 4.91 |
Healthcare | 8.56 | 8.48 |
Basic Materials | 10.21 | 8.1 |
Real Estate | 0.86 | 1.15 |
Utilities | 5.64 | 4.18 |
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