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Compare Axis Growth Opportunities Fund vs Kotak Equity Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.7 | 1.61 |
NAV | ₹30.54 | ₹318.64 |
Fund Started | 01 Oct 2018 | 27 Jul 2004 |
Fund Size | ₹13321.48 Cr | ₹24912.67 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.7
1.61
NAV
₹30.54
₹318.64
Fund Started
01 Oct 2018
27 Jul 2004
Fund Size
₹13321.48 Cr
₹24912.67 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Returns
1 Year | 7.79% | 5.32% |
3 Year | 14.80% | 17.41% |
5 Year | 24.22% | 24.98% |
1 Year
7.79%
5.32%
3 Year
14.80%
17.41%
5 Year
24.22%
24.98%
Holding Analysis
Equity | 94.75% | 97.26% |
Cash | -0.22% | 2.74% |
Equity
94.75%
97.26%
Cash
-0.22%
2.74%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.10% |
ICICI Bank Ltd. | 4.79% |
Torrent Power Ltd. | 3.84% |
Reliance Industries Ltd. | 2.79% |
Bharti Airtel Ltd. | 2.17% |
Bajaj Finance Ltd. | 1.91% |
The Indian Hotels Company Ltd. | 1.82% |
Infosys Ltd. | 1.74% |
CG Power and Industrial Solutions Ltd. | 1.65% |
Larsen & Toubro Ltd. | 1.58% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.24% |
ICICI Bank Ltd. | 3.73% |
Infosys Ltd. | 3.66% |
State Bank of India | 3.41% |
Bharat Electronics Ltd. | 3.39% |
Eternal Ltd. | 2.82% |
Axis Bank Ltd. | 2.74% |
Coromandel International Ltd. | 2.61% |
Larsen & Toubro Ltd. | 2.59% |
Sun Pharmaceutical Industries Ltd. | 2.23% |
Fund Manager
Name | Jinesh Gopani | Arjun Khanna |
Start Date | 21 Feb 2022 | 25 Oct 2023 |
Name
Jinesh Gopani
Arjun Khanna
Start Date
21 Feb 2022
25 Oct 2023
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. | The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors. |
Launch Date | 01 Oct 2018 | 27 Jul 2004 |
Description
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.
The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors.
Launch Date
01 Oct 2018
27 Jul 2004