Edelweiss Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹8177 Cr | ₹572 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 13 Oct 2014 | 13 Oct 2014 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 492.24% | 87% |
Expense Ratio | 1.76 | 1.6 |
Manager | Abhishek Bisen | Dhawal Dalal |
ISIN Code | INF174K01C78 | INF843K01KG9 |
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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.96% | 0.8% |
6 Month | 0.49% | 2.91% |
1 Year | 5.31% | 8.27% |
3 Year | 12.23% | 11.77% |
5 Year | 12.21% | 11.26% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.55% | 3.03% |
1 Year | 5.57% | 7.72% |
3 Year | 10.85% | 11.2% |
5 Year | 10.83% | 10.25% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.61% | 8.74% |
3 Year | 8.88% | 8.85% |
5 Year | 8.73% | 8.96% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.035% | 4.089% |
Sharp | 0.584% | 0.716% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhishek Bisen | Dhawal Dalal |
Total AUM | ₹0 Cr | ₹25974 Cr |
Funds Managed | 33 | 12 |
Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.25 | 34.35 |
Large Cap | 49.67 | 46.78 |
Small Cap | 7.96 | 6.5 |
Mid Cap | 9.11 | 12.37 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.97 | 31.74 |
Communication Services | 9.32 | 2.02 |
Energy | 4.49 | 10.61 |
Technology | 3.54 | 3.67 |
Consumer Cyclical | 11.11 | 9.31 |
Healthcare | 1.04 | 3.58 |
Consumer Defensive | 5.04 | 1.94 |
Industrials | 5.06 | 8.32 |
Financial Services | 14.57 | 17.32 |
Basic Materials | 6.18 | 8.54 |
Utilities | 6.36 | 2.52 |
Real Estate | 0.31 | 0.45 |
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