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)	₹8177 Cr	₹650 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	0.96%	1.02%
6 Month	0.49%	3.86%
1 Year	5.31%	7.59%
3 Year	12.23%	10.29%
5 Year	12.21%	10.63%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month	3.55%	3.26%
1 Year	5.57%	8.51%
3 Year	10.85%	9.3%
5 Year	10.83%	8.36%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year	8.61%	8.16%
3 Year	8.88%	7.53%
5 Year	8.73%	7.89%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Standard Deviation	5.035%	4.8%
Sharp	0.584%	0.78%
Beta	-	0.75%
Alpha	-	-0.2%

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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
Funds Managed	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	33.25	-18.9
Large Cap	49.67	52.45
Small Cap	7.96	3.27
Mid Cap	9.11	14.09

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	32.97	-23.38
Communication Services	9.32	-
Energy	4.49	-
Technology	3.54	-
Consumer Cyclical	11.11	-
Healthcare	1.04	-
Consumer Defensive	5.04	-
Industrials	5.06	-
Financial Services	14.57	-
Basic Materials	6.18	-
Utilities	6.36	-
Real Estate	0.31	-
Petroleum Products	-	6.65
Electrical Equipment	-	0.05
IT - Software	-	2.51
Cement & Cement Products	-	1.95
Construction	-	0.61
Ferrous Metals	-	2.1
Finance	-	4.62
Consumer Durables	-	0.39
Diversified FMCG	-	1.31
Non - Ferrous Metals	-	0.14
Banks	-	23.09
Pharmaceuticals & Biotechnology	-	2.25
Automobiles	-	5.79
Aerospace & Defense	-	0.95
Realty	-	4.27
Transport Infrastructure	-	8.06
Insurance	-	0.21
Capital Markets	-	0.38
Gas	-	2.35
IT - Services	-	0.78
Agricultural Food & other Products	-	0.12
Oil	-	1.37
Power	-	2.12
Food Products	-	0.13
Telecom - Services	-	0.76
Metals & Minerals Trading	-	0.1
Healthcare Services	-	0.11
Consumable Fuels	-	0.14
Minerals & Mining	-	0.22
Retailing	-	0.76