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) | ₹8254 Cr | ₹268 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 | 1.6% | 1.26% |
6 Month | 2.98% | 3.51% |
1 Year | 5.9% | 6.87% |
3 Year | 12.61% | 11.75% |
5 Year | 12.03% | 9.19% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.42% | 4.91% |
1 Year | 8.05% | 9.89% |
3 Year | 11.41% | 10.95% |
5 Year | 11.19% | 9.64% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.61% | 9.44% |
3 Year | 8.88% | 8.05% |
5 Year | 8.73% | 9.29% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.17% | 5.37% |
Sharp | 0.91% | 0.74% |
Beta | - | - |
Alpha | - | - |
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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 | 29.44 | 32.91 |
Large Cap | 54.3 | 50.79 |
Small Cap | 6.37 | 6.25 |
Mid Cap | 9.89 | 10.05 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 28.92 | 28.65 |
Communication Services | 11.83 | 3.83 |
Energy | 5.9 | 5.99 |
Technology | 3.51 | 2.93 |
Consumer Cyclical | 12.01 | 4.27 |
Healthcare | 0.94 | 4.21 |
Consumer Defensive | 3.97 | 2.64 |
Industrials | 6.2 | 8.43 |
Basic Materials | 6.32 | 7.26 |
Financial Services | 14.8 | 20.27 |
Real Estate | 0.64 | 5.17 |
Utilities | 4.96 | 6.36 |
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