Aditya Birla Sun Life Equity Savings Fund vs Kotak Equity Savings Fund compare

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Kotak Equity Savings Fund - Regular - Growth

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Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Fund	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderate
Asset Size (Cr)	₹7804 Cr	₹647 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	13 Oct 2014	28 Nov 2014
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	492.24%	378%
Expense Ratio	1.77	1.12
Manager	Abhishek Bisen	Pranav Gupta
ISIN Code	INF174K01C78	INF209KA1TS3
Exits Load	Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Month	-1.21%	-0.19%
6 Month	-1.22%	1.55%
1 Year	6.46%	7.45%
3 Year	10.03%	6.33%
5 Year	10.35%	7.61%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month	-	-
1 Year	3.77%	6.07%
3 Year	11.23%	8.57%
5 Year	11.28%	8.32%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year	8.74%	8.3%
3 Year	8.81%	7.54%
5 Year	8.68%	7.67%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Standard Deviation	3.82%	4.8%
Sharp	1.46%	-0.08%
Beta	0.7%	0.87%
Alpha	3.58%	-2.08%

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Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Name	Abhishek Bisen	Pranav Gupta
Total AUM	₹0 Cr	₹10003 Cr
Fund Manage	33	9
	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	31.03	-22.46
Large Cap	24.13	52.8
Mid Cap	6.24	11.54
Small Cap	8.75	7.36

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	31.03	-22.46
Telecom - Services	0.79	2.65
Petroleum Products	1.32	5.47
IT - Software	4.02	2.3
Pharmaceuticals & Biotechnology	0	1.75
Cement & Cement Products	-0.01	2.31
Personal Products	0.9	0.13
Construction	0.95	1.47
Ferrous Metals	0	0.24
Finance	1.88	5.39
Banks	5.45	16.31
Retailing	2.51	0.89
Diversified FMCG	2.33	4.43
Non - Ferrous Metals	-0.01	0.19
Leisure Services	1.32	0.02
Aerospace & Defense	-0.01	0.93
Chemicals & Petrochemicals	0.74	0.08
Realty	-0.01	6.08
Insurance	1	0.75
Automobiles	6.26	4.58
Gas	1.71	2.46
Consumer Durables	1.5	1.61
Diversified Metals	-0.0099999999999998	0.06
Oil	-0.01	0.1
Power	2.03	2.33
Electrical Equipment	0.14	0.42
Metals & Minerals Trading	-0.01	-
Entertainment	0.47	-
Healthcare Services	0.21	0.07
Capital Markets	1.2	0.43
Minerals & Mining	0	-
Fertilizers & Agrochemicals	0	0.06
Transport Services	0.45	0.47
Transport Infrastructure	-0.02	7.14
Auto Components	0.46	0.07
Beverages	1.11	0.11
Industrial Manufacturing	0.46	-
Agricultural Food & other Products	-	0.09
Agricultural, Commercial & Construction Vehicles	-	0.06
Food Products	-	0.15
Consumable Fuels	-	0.1