- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Equity Savings Fund - Regular - Growth
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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) | ₹8782 Cr | ₹912 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 | 1.76 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.99% | 1.48% |
| 6 Month | 6.38% | 5.12% |
| 1 Year | 8.2% | 8.46% |
| 3 Year | 11.88% | 9.26% |
| 5 Year | 11.7% | 9.63% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.89% | 2.36% |
| 1 Year | 11.2% | 10.16% |
| 3 Year | 11.12% | 9.5% |
| 5 Year | 11.02% | 8.4% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.4% | 7.98% |
| 3 Year | 9.01% | 7.63% |
| 5 Year | 8.82% | 8.03% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.05% | 4.8% |
| Sharp | 0.98% | 0.98% |
| Beta | - | 0.12% |
| Alpha | - | 2.62% |
Fund Managers
| 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 |
| Funds Managed | 33 | 9 |
| Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.29 | 29.71 |
| Large Cap | 49.73 | 58.41 |
| Mid Cap | 8.67 | 7.79 |
| Small Cap | 7.31 | 4.09 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.89 | 25.42 |
| Communication Services | 9.91 | 3.13 |
| Energy | 3.22 | 6.39 |
| Technology | 3.35 | 4.55 |
| Consumer Cyclical | 11.93 | 7.64 |
| Healthcare | 0.9 | 1.94 |
| Consumer Defensive | 3.63 | 3.37 |
| Industrials | 4.02 | 9.9 |
| Basic Materials | 5.69 | 2.83 |
| Financial Services | 20.03 | 29.01 |
| Utilities | 4.1 | 2.68 |
| Real Estate | 0.33 | 3.14 |
Top Comparisons
Aditya Birla Sun Life Consumption Fund-Growth Option
3Y Returns15.25%
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns18.86%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns14.85%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns%
Kotak Credit Risk Fund - Growth
3Y Returns7.61%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.45%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.92%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns17.24%
