Edelweiss Equity Savings Fund vs Kotak Equity Savings Fund compare

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Kotak Equity Savings Fund - Regular - Growth

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Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹9422 Cr	₹1106 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

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month	-0.21%	0.24%
6 Month	4.27%	4.11%
1 Year	7.41%	8.41%
3 Year	11.7%	11.49%
5 Year	10.61%	9.88%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month	2.29%	1.94%
1 Year	10.81%	9.77%
3 Year	10.41%	10.73%
5 Year	10.7%	10.18%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year	8.3%	8.62%
3 Year	9.11%	9.02%
5 Year	8.87%	9.16%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation	3.82%	3.62%
Sharp	1.09%	1.08%
Beta	1.04%	-
Alpha	1.55%	-

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

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	31.48	36.42
Large Cap	48.5	41.23
Mid Cap	12.43	16.8
Small Cap	7.6	5.55

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	28.2	33.08
Communication Services	12.44	5.86
Energy	2.96	6.16
Technology	8.3	4.83
Consumer Cyclical	10.66	5.42
Healthcare	0.86	3.43
Industrials	4.39	4.56
Basic Materials	4.76	10.77
Financial Services	19.09	21.93
Consumer Defensive	4.55	1.71
Utilities	3.49	1.42
Real Estate	0.31	0.84