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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) | ₹9422 Cr | ₹931 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 | -0.21% | -0.26% |
| 6 Month | 4.27% | 2.71% |
| 1 Year | 7.41% | 5.62% |
| 3 Year | 11.7% | 10.31% |
| 5 Year | 10.61% | 8.84% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.48% | 1.34% |
| 1 Year | 9.43% | 7.31% |
| 3 Year | 10.29% | 9.05% |
| 5 Year | 10.63% | 8.85% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.3% | 8.38% |
| 3 Year | 9.11% | 8.83% |
| 5 Year | 8.87% | 9.14% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.82% | 5.08% |
| Sharp | 1.09% | 0.58% |
| Beta | 1.04% | - |
| Alpha | 1.55% | - |
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 | 31.48 | 30.77 |
| Large Cap | 48.5 | 54.89 |
| Mid Cap | 12.43 | 6.92 |
| Small Cap | 7.6 | 7.42 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.2 | 28.16 |
| Communication Services | 12.44 | 2.99 |
| Energy | 2.96 | 10.23 |
| Technology | 8.3 | 3.38 |
| Consumer Cyclical | 10.66 | 7.92 |
| Healthcare | 0.86 | 6.18 |
| Industrials | 4.39 | 6.92 |
| Basic Materials | 4.76 | 4.95 |
| Financial Services | 19.09 | 24.21 |
| Consumer Defensive | 4.55 | 2.86 |
| Utilities | 3.49 | 0.78 |
| Real Estate | 0.31 | 1.4 |
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