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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) | ₹9023 Cr | ₹974 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 | -0.92% | 0.13% |
| 6 Month | 4.39% | 4.17% |
| 1 Year | 5.78% | 8.13% |
| 3 Year | 11.28% | 9.16% |
| 5 Year | 10.5% | 8.14% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.36% | 2.27% |
| 1 Year | 11.58% | 10.11% |
| 3 Year | 10.6% | 9.3% |
| 5 Year | 10.74% | 8.25% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.3% | 8% |
| 3 Year | 9.11% | 7.69% |
| 5 Year | 8.87% | 8.1% |
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 | 1.09% | 1.01% |
| Beta | 1.04% | 0.67% |
| Alpha | 1.55% | 0.62% |
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 | 31.48 | 33.19 |
| Large Cap | 48.5 | 53.98 |
| Mid Cap | 12.43 | 8.39 |
| Small Cap | 7.6 | 4.44 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.2 | 28.64 |
| Communication Services | 12.44 | 3.24 |
| Energy | 2.96 | 6.62 |
| Technology | 8.3 | 5.18 |
| Consumer Cyclical | 10.66 | 5.08 |
| Healthcare | 0.86 | 1.68 |
| Industrials | 4.39 | 10.31 |
| Basic Materials | 4.76 | 1.75 |
| Financial Services | 19.09 | 29.37 |
| Consumer Defensive | 4.55 | 3.15 |
| Utilities | 3.49 | 2.1 |
| Real Estate | 0.31 | 2.88 |
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