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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 | 1.63 |
NAV | ₹29.55 | ₹307.63 |
Fund Started | 01 Oct 2018 | 27 Jul 2004 |
Fund Size | ₹12595.75 Cr | ₹22852.63 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
1.63
NAV
₹29.55
₹307.63
Fund Started
01 Oct 2018
27 Jul 2004
Fund Size
₹12595.75 Cr
₹22852.63 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 | 11.01% | 11.37% |
3 Year | 13.71% | 16.83% |
5 Year | 25.28% | 25.78% |
1 Year
11.01%
11.37%
3 Year
13.71%
16.83%
5 Year
25.28%
25.78%
Holding Analysis
Equity | 91.64% | 97.44% |
Cash | 2.45% | 2.56% |
Equity
91.64%
97.44%
Cash
2.45%
2.56%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.56% |
ICICI Bank Ltd. | 4.05% |
Torrent Power Ltd. | 3.45% |
Infosys Ltd. | 2.49% |
Bharti Airtel Ltd. | 2.08% |
Persistent Systems Ltd. | 1.96% |
Bajaj Finance Ltd. | 1.93% |
Reliance Industries Ltd. | 1.92% |
The Indian Hotels Company Ltd. | 1.75% |
Zomato Ltd. | 1.54% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.44% |
Infosys Ltd. | 4.28% |
ICICI Bank Ltd. | 3.64% |
Zomato Ltd. | 3.38% |
State Bank of India | 3.32% |
Bharat Electronics Ltd. | 3.02% |
Axis Bank Ltd. | 2.76% |
Larsen & Toubro Ltd. | 2.56% |
Coromandel International Ltd. | 2.37% |
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