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

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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

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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 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) ₹24534 Cr ₹5483 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 09 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 BSE 250 Large MidCap Index
Turn Over 14.92% 62%
Expense Ratio 1.61 1.9
Manager Harsha Upadhyaya Atul Penkar
ISIN Code INF174K01187 INF209K01165
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 Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month 4.27% 4.43%
6 Month 1.11% 1.71%
1 Year 4.64% 5.69%
3 Year 21.1% 15.24%
5 Year 26.58% 22.06%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month 6.06% 6.24%
1 Year 3.79% 3.37%
3 Year 19.57% 15.27%
5 Year 19.78% 13.95%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year 16.98% 15.78%
3 Year 15.39% 14.79%
5 Year 14.87% 15.2%

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Standard Deviation 14.018% 13.91%
Sharp 0.647% 0.34%
Beta 0.929% 1.01%
Alpha 3.063% -6.61%

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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
Funds Managed 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

Others 4.51 1.98
Large Cap 54.26 51.76
Mid Cap 35.22 34.92
Small Cap 6.01 11.36

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Others 3.44 1.98
Communication Services 2.5 -
Energy 5.77 -
Financial Services 20.63 -
Technology 10.67 -
Consumer Cyclical 13.42 -
Industrials 16.41 -
Consumer Defensive 1.89 -
Healthcare 8.56 -
Basic Materials 10.21 -
Real Estate 0.86 -
Utilities 5.64 -
Petroleum Products - 5.02
Electrical Equipment - 1.64
IT - Software - 5.54
Retailing - 4.75
Construction - 4.74
Finance - 9.8
Pharmaceuticals & Biotechnology - 3.16
Non - Ferrous Metals - 1.75
Banks - 13.64
Chemicals & Petrochemicals - 1.27
Healthcare Services - 1.63
Aerospace & Defense - 3.02
Auto Components - 6.24
Leisure Services - 3.55
Power - 2.2
Automobiles - 2.21
Transport Services - 2.98
Insurance - 1.85
Industrial Products - 3.82
Textiles & Apparels - 3.09
Beverages - 2.78
Diversified Metals - 1.01
Realty - 1.81
Consumer Durables - 3.09
Telecom - Services - 1.97
Ferrous Metals - 1.98
Cement & Cement Products - 2.68
Transport Infrastructure - 0.82

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