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) | ₹8254 Cr | ₹2995 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 | 1.52% | 0.58% |
6 Month | 2.66% | 3.3% |
1 Year | 6.1% | 8.24% |
3 Year | 12.6% | 11.26% |
5 Year | 12.07% | 11.9% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.53% | 2.92% |
1 Year | 7.78% | 7.74% |
3 Year | 11.57% | 11.21% |
5 Year | 11.25% | 10.4% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.61% | 8.82% |
3 Year | 8.88% | 8.5% |
5 Year | 8.73% | 8.01% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.17% | 4.09% |
Sharp | 0.91% | 0.94% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 29.44 | 33.7 |
Large Cap | 54.3 | 56.54 |
Small Cap | 6.37 | 3.99 |
Mid Cap | 9.89 | 5.78 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 28.92 | 31.07 |
Communication Services | 11.83 | 4.3 |
Energy | 5.9 | 8.15 |
Technology | 3.51 | 3.48 |
Consumer Cyclical | 12.01 | 7.68 |
Healthcare | 0.94 | 4.39 |
Consumer Defensive | 3.97 | 3 |
Industrials | 6.2 | 3.26 |
Basic Materials | 6.32 | 3.98 |
Financial Services | 14.8 | 26.16 |
Real Estate | 0.64 | 1.48 |
Utilities | 4.96 | 3.06 |
Top Comparisons
Aditya Birla Sun Life Value Fund - Growth Option
3Y Returns26.52%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns23.54%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns21.81%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns22.1%
Sundaram Services Fund Regular Plan - Growth
3Y Returns24.1%
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan
3Y Returns14.33%
HDFC Multi-Asset Active FOF - Growth
3Y Returns18.28%