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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) | ₹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 | 0.04% | 0.72% |
| 6 Month | 5.9% | 4.45% |
| 1 Year | 6.86% | 8.01% |
| 3 Year | 11.42% | 8.83% |
| 5 Year | 11.25% | 9.06% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.39% | 1.86% |
| 1 Year | 10.27% | 9.14% |
| 3 Year | 10.53% | 9.02% |
| 5 Year | 10.68% | 8.05% |
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 | 5.01% | 4.8% |
| Sharp | 0.94% | 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 |
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