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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) | ₹8452 Cr | ₹839 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 | -0.04% | 0.32% |
| 6 Month | 6.46% | 5.74% |
| 1 Year | 4.64% | 7.28% |
| 3 Year | 11.28% | 8.75% |
| 5 Year | 11.41% | 9.85% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.48% | 2.45% |
| 1 Year | 6.33% | 8.59% |
| 3 Year | 10.34% | 9.13% |
| 5 Year | 10.54% | 8.17% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.48% | 8.05% |
| 3 Year | 8.95% | 7.59% |
| 5 Year | 8.78% | 7.98% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.10% | 4.8% |
| Sharp | 0.90% | 0.97% |
| Beta | - | 0.11% |
| Alpha | - | 2.55% |
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 | 34.8 | 32.52 |
| Large Cap | 49.34 | 58.43 |
| Mid Cap | 9.46 | 7.76 |
| Small Cap | 6.41 | 1.28 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.03 | 28.15 |
| Communication Services | 10.45 | 2.82 |
| Energy | 3.83 | 6.89 |
| Technology | 3.02 | 5.44 |
| Consumer Cyclical | 10.86 | 7.07 |
| Healthcare | 0.8 | 2.41 |
| Consumer Defensive | 3.57 | 3.17 |
| Industrials | 4.93 | 9.35 |
| Basic Materials | 5.58 | 2.68 |
| Financial Services | 18.82 | 25.93 |
| Utilities | 3.72 | 2.29 |
| Real Estate | 0.38 | 3.79 |
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