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

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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tortoise-icon 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 Low to Moderate
Asset Size (Cr) ₹3658 Cr ₹532 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 11 Oct 2014 10 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 1.89 1.1
Manager Abhishek Bisen Pranav Gupta
ISIN Code INF174K01C78 INF209KA1TS3
Exits Load For units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365 0.25% for redemption within 7 days/365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Month 1.68% 1.24%
6 Month 9.28% 5.67%
1 Year 19.37% 11.42%
3 Year 12.65% 6.96%
5 Year 11.66% 8.85%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 9.08% 5.13%
3 Year 22.75% 13.09%
5 Year 37.57% 24.63%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year 11.35% 8.96%
3 Year 28.85% 19.63%
5 Year 38.62% 25.67%

Risk Management

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 1.25% 0.01%
Beta 0.7% 0.89%
Alpha 3.55% -1.69%

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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
Fund Manage 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 39.29 32.97
Large Cap 48.91 49.17
Mid Cap 8.48 13.54
Small Cap 7.28 4.34

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

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

Others 46.05 56.78
Financial 22.79 5.66
Unclassified 9.08 6.74
Services 1.66 1.07
Communication 1.34 0.4
Automobile 5.41 1.11
Insurance 2.41 0.24
Materials 0.66 0.59
Consumer Staples 3.58 1.23
Energy 5.29 2.17
Consumer Discretionary 1.5 0.16
Sovereign 1.81 17.13
Metals & Mining 0.97 0.48
Healthcare 0.63 0.96
Technology 0.77 1.73
Construction 0.01 2.26
Capital Goods 0 0.73
Chemicals - 0.54
Diversified - 0.04

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