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Kotak Equity Savings Fund - Regular - Growth

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Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹9023 Cr	₹281 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹250
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	0.27%	0.2%
6 Month	5.01%	3.57%
1 Year	6.1%	5.7%
3 Year	11.41%	10.07%
5 Year	10.74%	8.23%

SIP Return Analysis

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
6 Month	2.36%	2.22%
1 Year	11.58%	10.37%
3 Year	10.6%	9.78%
5 Year	10.74%	9.23%

Rolling Lumpsum Returns

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Year	8.31%	8.86%
3 Year	9.08%	8.33%
5 Year	8.86%	9.08%

Risk Management

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Standard Deviation	3.82%	5.00%
Sharp	1.09%	0.65%
Beta	1.04%	-
Alpha	1.55%	-

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	35	35.72
Large Cap	49.63	48.06
Mid Cap	7.79	11.38
Small Cap	7.58	4.84

Sector Allocation

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Others	33.38	28.2
Communication Services	10.2	4.04
Energy	3.19	3.8
Technology	3.09	4.27
Consumer Cyclical	11.26	6.88
Healthcare	0.87	3.22
Consumer Defensive	4.95	2.51
Industrials	4.26	8.94
Basic Materials	5.2	7.82
Financial Services	19.4	19.07
Utilities	3.85	5.83
Real Estate	0.34	5.42

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