DSP Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹8782 Cr | ₹3773 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 13 Oct 2014 | 28 Mar 2016 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 492.24% | 444% |
| Expense Ratio | 1.76 | 1.32 |
| Manager | Abhishek Bisen | Kedar Karnik |
| ISIN Code | INF174K01C78 | INF740KA1439 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.73% | 1.12% |
| 6 Month | 5.47% | 2.39% |
| 1 Year | 7.44% | 5.55% |
| 3 Year | 11.9% | 10.13% |
| 5 Year | 11.49% | 10.72% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.89% | 1.5% |
| 1 Year | 11.2% | 6.89% |
| 3 Year | 11.12% | 9.89% |
| 5 Year | 11.02% | 9.52% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.4% | 8.66% |
| 3 Year | 9.01% | 8.68% |
| 5 Year | 8.82% | 8.16% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.05% | 3.68% |
| Sharp | 0.98% | 0.87% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Kedar Karnik |
| Total AUM | ₹0 Cr | ₹32997 Cr |
| Funds Managed | 33 | 11 |
| Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.29 | 34.83 |
| Large Cap | 49.73 | 55.48 |
| Mid Cap | 8.67 | 6.04 |
| Small Cap | 7.31 | 3.65 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.89 | 30.89 |
| Communication Services | 9.91 | 4.17 |
| Energy | 3.22 | 6.63 |
| Technology | 3.35 | 5.25 |
| Consumer Cyclical | 11.93 | 6.96 |
| Healthcare | 0.9 | 5.88 |
| Consumer Defensive | 3.63 | 3.47 |
| Industrials | 4.02 | 2.98 |
| Basic Materials | 5.69 | 3.45 |
| Financial Services | 20.03 | 25.71 |
| Utilities | 4.1 | 3.21 |
| Real Estate | 0.33 | 1.39 |
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