DSP Equity Opportunities Fund vs Kotak Equity Opportunities Fund compare

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Kotak Equity Opportunities Fund - Growth

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DSP Large & Mid Cap 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	DSP Large & Mid Cap Fund - Regular Growth
Fund	Kotak Equity Opportunities Fund - Growth	DSP Large & Mid Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹24534 Cr	₹13444 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	09 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	1.61	1.7
Manager	Harsha Upadhyaya	Rohit Singhania
ISIN Code	INF174K01187	INF740K01094
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	DSP Equity Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Equity Opportunities Fund - Growth	DSP Large & Mid Cap Fund - Regular Growth
1 Month	3.69%	1.84%
6 Month	-3.52%	-1.67%
1 Year	1.43%	6.09%
3 Year	23.56%	25.03%
5 Year	24.82%	25.44%

Scheme Name	Kotak Equity Opportunities Fund - Growth	DSP Large & Mid Cap Fund - Regular Growth
6 Month	8.57%	7.18%
1 Year	6.17%	5.82%
3 Year	18.84%	21%
5 Year	19.3%	20.14%

Scheme Name	Kotak Equity Opportunities Fund - Growth	DSP Large & Mid Cap Fund - Regular Growth
1 Year	16.44%	18.09%
3 Year	15.54%	17.78%
5 Year	15.02%	16.68%

Scheme Name	Kotak Equity Opportunities Fund - Growth	DSP Large & Mid Cap Fund - Regular Growth
Standard Deviation	14.018%	12.87%
Sharp	0.647%	1.09%
Beta	0.929%	0.94%
Alpha	3.063%	2.04%

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Scheme Name	Kotak Equity Opportunities Fund - Growth	DSP Large & Mid Cap Fund - Regular Growth
Name	Harsha Upadhyaya	Rohit Singhania
Total AUM	₹139411 Cr	₹46862 Cr
Funds Managed	11	7
	Kotak Equity Opportunities Fund - Growth	DSP Large & Mid Cap Fund - Regular Growth

Scheme Name	Kotak Equity Opportunities Fund - Growth	DSP Large & Mid Cap Fund - Regular Growth
Others	4.51	6.99
Large Cap	54.26	48.88
Mid Cap	35.22	35.49
Small Cap	6.01	8.64

Scheme Name	Kotak Equity Opportunities Fund - Growth	DSP Large & Mid Cap Fund - Regular Growth
Others	3.44	6.99
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	-
Telecom - Services	-	3.98
IT - Software	-	6.01
Cement & Cement Products	-	2.15
Construction	-	3.18
Finance	-	4.43
Consumer Durables	-	2.49
Petroleum Products	-	3.51
Diversified FMCG	-	2.35
Non - Ferrous Metals	-	1.19
Pharmaceuticals & Biotechnology	-	8.35
Banks	-	23.6
Healthcare Services	-	2.52
Chemicals & Petrochemicals	-	1.62
Automobiles	-	3.1
Transport Services	-	0.83
Insurance	-	4.45
Gas	-	3.69
Fertilizers & Agrochemicals	-	1.33
Realty	-	1.07
Oil	-	1.44
Auto Components	-	5.87
Industrial Products	-	1.1
Food Products	-	0.43
Personal Products	-	1.35
Power	-	1.67
Ferrous Metals	-	1.3