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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) | ₹8254 Cr | ₹639 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 | 1.21% | 1.52% |
| 6 Month | 4.3% | 5.06% |
| 1 Year | 4.92% | 7.95% |
| 3 Year | 12.25% | 11.94% |
| 5 Year | 11.77% | 11% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.6% | 3.58% |
| 1 Year | 7.35% | 9.7% |
| 3 Year | 11.13% | 11.68% |
| 5 Year | 11.05% | 10.61% |
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 | 5.05% | 3.88% |
| Sharp | 1.09% | 1.31% |
| 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 | 33.59 | 37.49 |
| Large Cap | 49.93 | 45.42 |
| Mid Cap | 10.46 | 11.03 |
| Small Cap | 6.01 | 6.07 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.77 | 33.13 |
| Communication Services | 12.54 | 5.74 |
| Energy | 4.12 | 8.83 |
| Technology | 3.65 | 4 |
| Consumer Cyclical | 10.82 | 6.25 |
| Healthcare | 0.78 | 3.89 |
| Consumer Defensive | 3.49 | 2.11 |
| Industrials | 5.61 | 6.03 |
| Basic Materials | 6.18 | 9.52 |
| Financial Services | 15.6 | 18.41 |
| Real Estate | 0.41 | 0.4 |
| Utilities | 4.03 | 1.7 |
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