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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) | ₹8782 Cr | ₹936 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 | 0.81% | 1.25% |
| 6 Month | 6% | 3.99% |
| 1 Year | 8.48% | 5.93% |
| 3 Year | 11.77% | 9.95% |
| 5 Year | 11.17% | 9.78% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.39% | 1.94% |
| 1 Year | 10.27% | 7.72% |
| 3 Year | 10.53% | 9.34% |
| 5 Year | 10.68% | 8.9% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.32% | 8.42% |
| 3 Year | 9.07% | 8.8% |
| 5 Year | 8.85% | 9.12% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.01% | 5.09% |
| Sharp | 0.94% | 0.61% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.29 | 34.21 |
| Large Cap | 49.73 | 53.1 |
| Mid Cap | 8.67 | 6.72 |
| Small Cap | 7.31 | 5.98 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.89 | 31.66 |
| Communication Services | 9.91 | 2.63 |
| Energy | 3.22 | 8.86 |
| Technology | 3.35 | 4.49 |
| Consumer Cyclical | 11.93 | 6.7 |
| Healthcare | 0.9 | 6.29 |
| Consumer Defensive | 3.63 | 2.95 |
| Industrials | 4.02 | 6.86 |
| Basic Materials | 5.69 | 4.98 |
| Financial Services | 20.03 | 22.39 |
| Utilities | 4.1 | 1.34 |
| Real Estate | 0.33 | 0.85 |
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