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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) | ₹8487 Cr | ₹939 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 | 1.93% | 1.45% |
| 6 Month | 9.3% | 6.94% |
| 1 Year | 4.16% | 2.81% |
| 3 Year | 11.7% | 9.91% |
| 5 Year | 11.5% | 10.57% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.01% | 2.15% |
| 1 Year | 9.56% | 6.81% |
| 3 Year | 10.88% | 9.64% |
| 5 Year | 10.83% | 9.07% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.48% | 8.63% |
| 3 Year | 8.95% | 8.73% |
| 5 Year | 8.78% | 9.04% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.08% | 5.25% |
| Sharp | 0.83% | 0.46% |
| 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 | 34.8 | 34.05 |
| Large Cap | 49.34 | 53.77 |
| Mid Cap | 9.46 | 6.62 |
| Small Cap | 6.41 | 5.56 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.03 | 32.06 |
| Communication Services | 10.45 | 2.96 |
| Energy | 3.83 | 9.07 |
| Technology | 3.02 | 6.56 |
| Consumer Cyclical | 10.86 | 5 |
| Healthcare | 0.8 | 6.2 |
| Consumer Defensive | 3.57 | 2.97 |
| Industrials | 4.93 | 5.2 |
| Basic Materials | 5.58 | 5.02 |
| Financial Services | 18.82 | 23.24 |
| Utilities | 3.72 | 1.33 |
| Real Estate | 0.38 | 0.39 |
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