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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) | ₹9651 Cr | ₹279 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 | -1.43% | -0.69% |
| 6 Month | 2.82% | 2.09% |
| 1 Year | 7.76% | 7.79% |
| 3 Year | 11.07% | 10.28% |
| 5 Year | 10.29% | 7.93% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.77% | -0.13% |
| 1 Year | 4.47% | 4.26% |
| 3 Year | 8.43% | 7.91% |
| 5 Year | 9.59% | 8.3% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.28% | 8.68% |
| 3 Year | 9.15% | 8.37% |
| 5 Year | 8.88% | 9.01% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.82% | 4.56% |
| Sharp | 1.11% | 0.87% |
| Beta | 1.06% | 1.09% |
| Alpha | 1.27% | -0.14% |
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 | 31.53 | 35.81 |
| Large Cap | 47.8 | 48.04 |
| Mid Cap | 13.05 | 11.72 |
| Small Cap | 7.62 | 4.44 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.72 | 31.85 |
| Communication Services | 12.39 | 4.01 |
| Energy | 2.54 | 3.89 |
| Technology | 8.44 | 4.93 |
| Consumer Cyclical | 11.17 | 7.27 |
| Healthcare | 0.83 | 3.1 |
| Industrials | 4.18 | 8.36 |
| Basic Materials | 5.03 | 7.56 |
| Financial Services | 18.79 | 20.07 |
| Real Estate | 0.96 | 2.4 |
| Utilities | 3.46 | 4.65 |
| Consumer Defensive | 4.49 | 1.91 |
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