Canara Robeco Emerging Equities vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
Canara Robeco Emerging Equities - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | Canara Robeco Emerging Equities - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | Canara Robeco Emerging Equities - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24534 Cr | ₹23339 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 Sep 2004 | 11 Mar 2005 |
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% | 22% |
Expense Ratio | 1.61 | 1.62 |
Manager | Harsha Upadhyaya | Shridatta Bhandwaldar |
ISIN Code | INF174K01187 | INF760K01167 |
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 | Canara Robeco Emerging Equities - Regular Plan - 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 | Canara Robeco Emerging Equities - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.69% | 3.23% |
6 Month | -3.52% | -3.36% |
1 Year | 1.43% | 6.28% |
3 Year | 23.56% | 21.04% |
5 Year | 24.82% | 24.28% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | Canara Robeco Emerging Equities - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.57% | 8.35% |
1 Year | 6.17% | 7.68% |
3 Year | 18.84% | 18.64% |
5 Year | 19.3% | 17.92% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | Canara Robeco Emerging Equities - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.44% | 15.73% |
3 Year | 15.54% | 16.42% |
5 Year | 15.02% | 17.9% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | Canara Robeco Emerging Equities - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.018% | 12% |
Sharp | 0.647% | 0.85% |
Beta | 0.929% | 0.94% |
Alpha | 3.063% | -1.43% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Equity Opportunities Fund - Growth | Canara Robeco Emerging Equities - Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Shridatta Bhandwaldar |
Total AUM | ₹139411 Cr | ₹69491 Cr |
Funds Managed | 11 | 12 |
Kotak Equity Opportunities Fund - Growth | Canara Robeco Emerging Equities - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Canara Robeco Emerging Equities - Regular Plan - Growth Option |
---|---|---|
Others | 4.51 | 2.05 |
Large Cap | 54.26 | 39.72 |
Mid Cap | 35.22 | 43.06 |
Small Cap | 6.01 | 15.4 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Canara Robeco Emerging Equities - Regular Plan - Growth Option |
---|---|---|
Others | 3.44 | 2.05 |
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 | - |
Electrical Equipment | - | 3.67 |
Retailing | - | 6.97 |
Capital Markets | - | 3.67 |
Healthcare Services | - | 3.55 |
Pharmaceuticals & Biotechnology | - | 3.85 |
Banks | - | 10.91 |
Chemicals & Petrochemicals | - | 2.3 |
IT - Software | - | 5.99 |
Leisure Services | - | 8.26 |
Paper, Forest & Jute Products | - | 1.25 |
Auto Components | - | 6.75 |
Industrial Manufacturing | - | 2.56 |
Realty | - | 1.12 |
Consumer Durables | - | 7.27 |
Automobiles | - | 6.33 |
Transport Services | - | 0.76 |
Industrial Products | - | 0.39 |
Finance | - | 4.62 |
Non - Ferrous Metals | - | 0.3 |
Aerospace & Defense | - | 3.64 |
Agricultural Food & other Products | - | 2.28 |
Beverages | - | 1.92 |
Food Products | - | 0.47 |
Power | - | 3.34 |
Entertainment | - | 0.17 |
Household Products | - | 0.12 |
Telecom - Services | - | 1.71 |
Financial Technology (Fintech) | - | 0.54 |
Diversified | - | 0.93 |
Fertilizers & Agrochemicals | - | 1.37 |
Construction | - | 0.25 |
Cement & Cement Products | - | 0.92 |
Top Comparisons
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns19.35%
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns19.35%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns18%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns23.48%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns30.65%
DSP Small Cap Fund - Regular - Growth
3Y Returns25.29%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%