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Aditya Birla Sun Life Equity Advantage Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Chart Comparison
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 | 2.19% | 1.93% |
| 6 Month | -4.65% | -4.94% |
| 1 Year | 4.26% | 3.14% |
| 3 Year | 17.65% | 10.67% |
| 5 Year | 24.19% | 19.77% |
SIP Return Analysis
| Scheme Name | Kotak Equity Opportunities Fund - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.32% | 0.5% |
| 1 Year | -6.52% | -7.11% |
| 3 Year | 17.07% | 12.49% |
| 5 Year | 18.65% | 12.71% |
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% | 0.15% |
| Beta | 0.929% | 1.03% |
| Alpha | 3.063% | -7.22% |
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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 | 1.4 |
| Large Cap | 54.26 | 50.87 |
| Mid Cap | 35.22 | 35.94 |
| 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 | 1.4 |
| 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 | - | 4.54 |
| Electrical Equipment | - | 1.57 |
| IT - Software | - | 6.51 |
| Retailing | - | 5.38 |
| Construction | - | 4.3 |
| Finance | - | 8.87 |
| Pharmaceuticals & Biotechnology | - | 3.5 |
| Non - Ferrous Metals | - | 1.76 |
| Banks | - | 14.02 |
| Chemicals & Petrochemicals | - | 1.22 |
| Healthcare Services | - | 2.09 |
| Aerospace & Defense | - | 2.53 |
| Auto Components | - | 6.78 |
| Leisure Services | - | 3.61 |
| Consumer Durables | - | 3.53 |
| Power | - | 1.78 |
| Automobiles | - | 2.27 |
| Transport Services | - | 2.85 |
| Insurance | - | 1.74 |
| Industrial Products | - | 3.72 |
| Textiles & Apparels | - | 3.03 |
| Beverages | - | 2.74 |
| Diversified Metals | - | 0.77 |
| Realty | - | 1.84 |
| Telecom - Services | - | 1.93 |
| Ferrous Metals | - | 2.01 |
| Cement & Cement Products | - | 2.58 |
| Transport Infrastructure | - | 0.7 |
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