Axis Equity Saver 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 Axis Equity Saver 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 Axis Equity Saver Fund - Regular Plan - Growth
Fund Kotak Equity Savings Fund - Regular - Growth Axis Equity Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹3658 Cr ₹973 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 11 Oct 2014 05 Aug 2015
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 492.24% 34.8%
Expense Ratio 1.89 2.27
Manager Abhishek Bisen Hardik Shah
ISIN Code INF174K01C78 INF846K01VO3
Exits Load For units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365 For units in excess of 10% of the investment,1% will be charged for redemption within 1 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Axis Equity Saver Fund - Regular Plan - Growth
1 Month 1.23% 2.13%
6 Month 8.8% 8.02%
1 Year 18.96% 16.99%
3 Year 12.64% 9.62%
5 Year 11.75% 10.43%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth Axis Equity Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 9.08% 7.28%
3 Year 22.75% 17.31%
5 Year 37.57% 30.32%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Axis Equity Saver Fund - Regular Plan - Growth
1 Year 11.35% 10.3%
3 Year 28.85% 24.26%
5 Year 38.62% 32.86%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth Axis Equity Saver Fund - Regular Plan - Growth
Standard Deviation 3.82% 5.7%
Sharp 1.25% 0.47%
Beta 0.7% 1.12%
Alpha 3.55% 0.55%

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Fund Managers

Scheme Name Kotak Equity Savings Fund - Regular - Growth Axis Equity Saver Fund - Regular Plan - Growth
Name Abhishek Bisen Hardik Shah
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 33 12
Kotak Equity Savings Fund - Regular - Growth Axis Equity Saver Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Axis Equity Saver Fund - Regular Plan - Growth

Others 39.29 32.04
Large Cap 48.91 52.98
Mid Cap 8.48 5.52
Small Cap 7.28 4.15

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Axis Equity Saver Fund - Regular Plan - Growth

Others 46.05 33.79
Financial 22.79 22.52
Unclassified 9.08 -
Services 1.66 0.11
Communication 1.34 5.02
Automobile 5.41 2.93
Insurance 2.41 0.83
Materials 0.66 0.93
Consumer Staples 3.58 1.47
Energy 5.29 5.57
Consumer Discretionary 1.5 0.18
Sovereign 1.81 11.81
Metals & Mining 0.97 -0.029999999999999
Healthcare 0.63 1.64
Technology 0.77 3.93
Construction 0.01 2.35
Capital Goods 0 1.65
Chemicals - -0.01

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