DSP Equity Opportunities Fund vs Kotak Equity Opportunities Fund compare

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon DSP Equity Opportunities Fund-Regular Plan - 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 DSP Equity Opportunities Fund-Regular Plan - Growth
Fund Kotak Equity Opportunities Fund - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹16503 Cr ₹9645 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Sep 2004 16 May 2000
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% 40%
Expense Ratio 1.64 1.76
Manager Harsha Upadhyaya Rohit Singhania
ISIN Code INF174K01187 INF740K01094
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1% if redeemed less than 12 months/365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
1 Month 1.98% 5.74%
6 Month 24.77% 25.13%
1 Year 45.48% 52.26%
3 Year 23.02% 21.29%
5 Year 23.36% 23.08%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
6 Month - -
1 Year 21.44% 21%
3 Year 48.52% 46.74%
5 Year 89.46% 85.3%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
1 Year 24.77% 24.57%
3 Year 65.21% 62.56%
5 Year 96.96% 94.18%

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Standard Deviation 11.87% 12.87%
Sharp 1.25% 1.01%
Beta 0.85% 0.93%
Alpha 2.7% -0.06%

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Fund Managers

Scheme Name Kotak Equity Opportunities Fund - Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Name Harsha Upadhyaya Rohit Singhania
Total AUM ₹139411 Cr ₹46862 Cr
Fund Manage 11 7
Kotak Equity Opportunities Fund - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

Market Cap

Scheme Name

Kotak Equity Opportunities Fund - Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Large Cap 52.05 53.05
Mid Cap 41.87 34.59
Small Cap 5.19 10.41
Others 0.89 1.95

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Financial 16.3 33.32
Capital Goods 15.97 5.32
Automobile 13.02 9.08
Chemicals 5.56 3.9
Construction 4.36 3.33
Services 5.29 1.34
Metals & Mining 4.77 3.86
Energy 10.94 9.63
Consumer Discretionary 3.51 2.32
Healthcare 7.41 7.44
Others 0.47 1.52
Diversified 1.48 -
Materials 3.31 3.1
Technology 3.53 5.68
Communication 2.02 3.5
Consumer Staples 1.71 5.09
Unclassified 0.35 -
Insurance - 1.19
Textiles - 0.38

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