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) | ₹8254 Cr | ₹946 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 | 1.6% | 0.86% |
6 Month | 2.98% | 2.07% |
1 Year | 5.9% | 5.47% |
3 Year | 12.61% | 11.55% |
5 Year | 12.03% | 11.26% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.42% | 3.45% |
1 Year | 8.05% | 6.54% |
3 Year | 11.41% | 10.36% |
5 Year | 11.19% | 9.63% |
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 | 5.17% | 5.87% |
Sharp | 0.91% | 0.64% |
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 | 29.44 | 32.1 |
Large Cap | 54.3 | 57.44 |
Small Cap | 6.37 | 4.49 |
Mid Cap | 9.89 | 5.97 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 28.92 | 30.72 |
Communication Services | 11.83 | 2.97 |
Energy | 5.9 | 10.75 |
Technology | 3.51 | 6.31 |
Consumer Cyclical | 12.01 | 4.2 |
Healthcare | 0.94 | 4.89 |
Consumer Defensive | 3.97 | 3.46 |
Industrials | 6.2 | 5.16 |
Basic Materials | 6.32 | 5.29 |
Financial Services | 14.8 | 24.1 |
Real Estate | 0.64 | 0.57 |
Utilities | 4.96 | 1.58 |
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