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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) | ₹8444 Cr | ₹3192 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 | -0.78% | -0.37% |
| 6 Month | 3.77% | 3.49% |
| 1 Year | 4.99% | 6.7% |
| 3 Year | 11.26% | 10.12% |
| 5 Year | 11.3% | 11.25% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.57% | 1.89% |
| 1 Year | 4.92% | 5.94% |
| 3 Year | 10.07% | 10.31% |
| 5 Year | 10.4% | 9.82% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.48% | 8.8% |
| 3 Year | 8.95% | 8.61% |
| 5 Year | 8.78% | 8.09% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.10% | 3.74% |
| Sharp | 0.90% | 0.95% |
| 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 | 33.59 | 33.96 |
| Large Cap | 49.93 | 55.42 |
| Mid Cap | 10.46 | 6.3 |
| Small Cap | 6.01 | 4.32 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.77 | 30.13 |
| Communication Services | 12.54 | 4.38 |
| Energy | 4.12 | 7.95 |
| Technology | 3.65 | 3.32 |
| Consumer Cyclical | 10.82 | 8.11 |
| Healthcare | 0.78 | 5.54 |
| Consumer Defensive | 3.49 | 2.95 |
| Industrials | 5.61 | 3.25 |
| Basic Materials | 6.18 | 3.98 |
| Financial Services | 15.6 | 25.58 |
| Real Estate | 0.41 | 1.43 |
| Utilities | 4.03 | 3.39 |
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