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 | 2.19% | 3.33% |
6 Month | -4.65% | -2.65% |
1 Year | 4.26% | 9.99% |
3 Year | 17.65% | 15.62% |
5 Year | 24.19% | 23.44% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | Canara Robeco Emerging Equities - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.32% | 1.33% |
1 Year | -6.52% | -1.65% |
3 Year | 17.07% | 17.13% |
5 Year | 18.65% | 17.56% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | Canara Robeco Emerging Equities - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.98% | 16.09% |
3 Year | 15.39% | 16.5% |
5 Year | 14.87% | 17.83% |
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% | 0.47% |
Beta | 0.929% | 0.94% |
Alpha | 3.063% | -1.81% |
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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 | 1.88 |
Large Cap | 54.26 | 43.08 |
Mid Cap | 35.22 | 39.1 |
Small Cap | 6.01 | 15.93 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
Canara Robeco Emerging Equities - Regular Plan - Growth Option |
---|---|---|
Others | 3.44 | 1.88 |
Communication Services | 2.5 | 1.81 |
Energy | 5.77 | 0 |
Financial Services | 20.63 | 20.13 |
Technology | 10.67 | 10.09 |
Consumer Cyclical | 13.42 | 30.92 |
Industrials | 16.41 | 11.85 |
Consumer Defensive | 1.89 | 4.76 |
Healthcare | 8.56 | 7.99 |
Basic Materials | 10.21 | 6.21 |
Real Estate | 0.86 | 1.1 |
Utilities | 5.64 | 3.26 |
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