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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 | 2.45% | 3.43% |
| 6 Month | -4.15% | -0.38% |
| 1 Year | 5.35% | 11.48% |
| 3 Year | 17.41% | 19.92% |
| 5 Year | 24.98% | 27.71% |
SIP Return Analysis
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Nippon India Vision Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 0.32% | 1.8% |
| 1 Year | -6.52% | -0.53% |
| 3 Year | 17.07% | 21.35% |
| 5 Year | 18.65% | 21.27% |
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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