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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 | 3.0 | 3.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.68 | 1.59 |
NAV | ₹31.85 | ₹332.13 |
Fund Started | 01 Oct 2018 | 27 Jul 2004 |
Fund Size | ₹13755.24 Cr | ₹25712.24 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
3.0
3.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.68
1.59
NAV
₹31.85
₹332.13
Fund Started
01 Oct 2018
27 Jul 2004
Fund Size
₹13755.24 Cr
₹25712.24 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 | 9.66% | 5.36% |
3 Year | 19.28% | 21.02% |
5 Year | 24.13% | 24.89% |
1 Year
9.66%
5.36%
3 Year
19.28%
21.02%
5 Year
24.13%
24.89%
Holding Analysis
Equity | 95.65% | 98.20% |
Cash | 0.33% | 1.80% |
Equity
95.65%
98.20%
Cash
0.33%
1.80%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.96% |
ICICI Bank Ltd. | 5.22% |
Torrent Power Ltd. | 3.82% |
Reliance Industries Ltd. | 3.80% |
Bharti Airtel Ltd. | 2.91% |
Bajaj Finance Ltd. | 2.14% |
Nifty 50 | 2.05% |
BSE Ltd. | 1.77% |
The Indian Hotels Company Ltd. | 1.76% |
State Bank of India | 1.64% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.74% |
ICICI Bank Ltd. | 3.88% |
Bharat Electronics Ltd. | 3.42% |
Infosys Ltd. | 3.38% |
State Bank of India | 3.37% |
Eternal Ltd. | 3.15% |
Axis Bank Ltd. | 2.86% |
Coromandel International Ltd. | 2.82% |
Larsen & Toubro Ltd. | 2.40% |
Sun Pharmaceutical Industries Ltd. | 2.28% |
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