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Axis Equity Saver Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹8177 Cr | ₹968 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 13 Oct 2014 | 14 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 | 1.76 | 2.26 |
| Manager | Abhishek Bisen | Hardik Shah |
| ISIN Code | INF174K01C78 | INF846K01VO3 |
| 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 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.96% | 0.55% |
| 6 Month | 0.49% | 0.37% |
| 1 Year | 5.31% | 6.31% |
| 3 Year | 12.23% | 11.39% |
| 5 Year | 12.21% | 11.72% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.55% | 2.86% |
| 1 Year | 5.57% | 4.81% |
| 3 Year | 10.85% | 10.02% |
| 5 Year | 10.83% | 9.43% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.61% | 8.73% |
| 3 Year | 8.88% | 8.7% |
| 5 Year | 8.73% | 8.98% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.035% | 5.953% |
| Sharp | 0.584% | 0.249% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Hardik Shah |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 33 | 12 |
| Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.25 | 31.59 |
| Large Cap | 49.67 | 54.98 |
| Small Cap | 7.96 | 6.67 |
| Mid Cap | 9.11 | 6.77 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.97 | 30.3 |
| Communication Services | 9.32 | 2.59 |
| Energy | 4.49 | 9.33 |
| Technology | 3.54 | 6.7 |
| Consumer Cyclical | 11.11 | 5.6 |
| Healthcare | 1.04 | 5.21 |
| Consumer Defensive | 5.04 | 3.73 |
| Industrials | 5.06 | 6.57 |
| Financial Services | 14.57 | 21.62 |
| Basic Materials | 6.18 | 6.07 |
| Utilities | 6.36 | 1.53 |
| Real Estate | 0.31 | 0.76 |
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