Aditya Birla Sun Life Equity Advantage Fund vs Kotak Equity Opportunities Fund compare

Link copied to clipboard!

tortoise-icon Kotak Equity Opportunities Fund - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Equity Opportunities Fund - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Fund Kotak Equity Opportunities Fund - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹16503 Cr ₹5566 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 24 Feb 1995
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI S&P BSE 250 Large MidCap TRI
Turn Over 14.92% 62%
Expense Ratio 1.64 1.91
Manager Harsha Upadhyaya Atul Penkar
ISIN Code INF174K01187 INF209K01165
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 1% for redemption within 90 days/365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month 1.98% 3.86%
6 Month 24.77% 17.26%
1 Year 45.48% 36.33%
3 Year 23.02% 13.77%
5 Year 23.36% 17.87%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month - -
1 Year 21.44% 14.89%
3 Year 48.52% 29.41%
5 Year 89.46% 58.13%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year 24.77% 20.63%
3 Year 65.21% 44.08%
5 Year 96.96% 65.58%

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Standard Deviation 11.87% 13.91%
Sharp 1.25% 0.55%
Beta 0.85% 0.98%
Alpha 2.7% -3.78%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Equity Opportunities Fund - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Name Harsha Upadhyaya Atul Penkar
Total AUM ₹139411 Cr ₹21393 Cr
Fund Manage 11 3
Kotak Equity Opportunities Fund - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Market Cap

Scheme Name

Kotak Equity Opportunities Fund - Growth

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Large Cap 52.05 51.01
Mid Cap 41.87 36.23
Small Cap 5.19 11.87
Others 0.89 0.93

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Financial 16.3 22
Capital Goods 15.97 9.01
Automobile 13.02 9.56
Chemicals 5.56 1.33
Construction 4.36 4.45
Services 5.29 15.82
Metals & Mining 4.77 3.64
Energy 10.94 9.55
Consumer Discretionary 3.51 4.28
Healthcare 7.41 3.71
Others 0.47 0.93
Diversified 1.48 -
Materials 3.31 3.24
Technology 3.53 5.78
Communication 2.02 2.14
Consumer Staples 1.71 1.39
Unclassified 0.35 -
Textiles - 2.41
Insurance - 0.8

Top Comparisons

ICICI Prudential Passive Strategy Fund (FOF) - Growth ICICI Prudential Passive Strategy Fund (FOF) - Growth

3Y Returns19.7%

VS

Axis Equity ETFs FOF - Regular Plan - Growth Option Axis Equity ETFs FOF - Regular Plan - Growth Option

3Y Returns0%

Compare Now

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns4.76%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns5.25%

Compare Now

Tata Silver Exchange Traded Fund Tata Silver Exchange Traded Fund

3Y Returns0%

VS

DSP US Flexible Equity Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns11.03%

Compare Now

HDFC Pharma and Healthcare Fund - Regular (G) HDFC Pharma and Healthcare Fund - Regular (G)

3Y Returns0%

VS

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns16.4%

Compare Now
Request call back
Add to Cart Successfully