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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 | 1.69 | 1.59 |
NAV | ₹33.04 | ₹345.98 |
Fund Started | 01 Oct 2018 | 27 Jul 2004 |
Fund Size | ₹13779.99 Cr | ₹25034.05 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
1.69
1.59
NAV
₹33.04
₹345.98
Fund Started
01 Oct 2018
27 Jul 2004
Fund Size
₹13779.99 Cr
₹25034.05 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 | 32.96% | 32.23% |
3 Year | 15.38% | 20.96% |
5 Year | 23.19% | 22.43% |
1 Year
32.96%
32.23%
3 Year
15.38%
20.96%
5 Year
23.19%
22.43%
Holding Analysis
Equity | 94.52% | 97.81% |
Cash | 2.32% | 2.19% |
Equity
94.52%
97.81%
Cash
2.32%
2.19%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Torrent Power Ltd. | 4.68% |
ICICI Bank Ltd. | 3.75% |
HDFC Bank Ltd. | 2.93% |
CG Power and Industrial Solutions Ltd. | 2.51% |
Infosys Ltd. | 2.04% |
Reliance Industries Ltd. | 1.95% |
Bharti Airtel Ltd. | 1.78% |
Cholamandalam Investment and Finance Company Ltd. | 1.74% |
Persistent Systems Ltd. | 1.72% |
Divi's Laboratories Ltd. | 1.61% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.55% |
Infosys Ltd. | 4.00% |
State Bank of India | 3.60% |
ICICI Bank Ltd. | 3.56% |
Zomato Ltd. | 3.36% |
Bharat Electronics Ltd. | 3.19% |
Axis Bank Ltd. | 2.87% |
Larsen & Toubro Ltd. | 2.68% |
Linde India Ltd. | 2.49% |
Sun Pharmaceutical Industries Ltd. | 2.36% |
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
