- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Equity Savings Fund - Regular - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹8487 Cr | ₹269 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 492.24% | 486% |
| Expense Ratio | 1.76 | 2.48 |
| Manager | Abhishek Bisen | Miten Vora |
| ISIN Code | INF174K01C78 | INF955L01II9 |
| 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.64% | 0.98% |
| 6 Month | 8.62% | 7.79% |
| 1 Year | 3.62% | 3.88% |
| 3 Year | 11.39% | 9.44% |
| 5 Year | 11.52% | 8.44% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.01% | 1.88% |
| 1 Year | 9.56% | 7.57% |
| 3 Year | 10.88% | 9.64% |
| 5 Year | 10.83% | 8.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.48% | 9.21% |
| 3 Year | 8.95% | 8.13% |
| 5 Year | 8.78% | 9.28% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.08% | 5.00% |
| Sharp | 0.83% | 0.50% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Miten Vora |
| Total AUM | ₹0 Cr | ₹6478 Cr |
| Funds Managed | 33 | 6 |
| Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.8 | 35.85 |
| Large Cap | 49.34 | 49.22 |
| Mid Cap | 9.46 | 9.78 |
| Small Cap | 6.41 | 5.15 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.03 | 29.05 |
| Communication Services | 10.45 | 3.9 |
| Energy | 3.83 | 5.06 |
| Technology | 3.02 | 3.27 |
| Consumer Cyclical | 10.86 | 5.46 |
| Healthcare | 0.8 | 3.88 |
| Consumer Defensive | 3.57 | 2.68 |
| Industrials | 4.93 | 8.3 |
| Basic Materials | 5.58 | 7.32 |
| Financial Services | 18.82 | 19.28 |
| Utilities | 3.72 | 5.85 |
| Real Estate | 0.38 | 5.96 |
Top Comparisons
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.34%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns7.3%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns23.27%
Quant Focused Fund-Growth
3Y Returns12.45%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns6.92%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.7%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns21.54%
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns12.05%
