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HDFC Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
HDFC Equity Savings Fund - GROWTH PLAN
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹8487 Cr | ₹5691 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹300 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 13 Oct 2014 | 17 Sep 2004 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 492.24% | 27.79% |
| Expense Ratio | 1.76 | 1.89 |
| Manager | Abhishek Bisen | Anil Bamboli |
| ISIN Code | INF174K01C78 | INF179K01AM7 |
| 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 | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 1 Month | 1.39% | 0.54% |
| 6 Month | 7.88% | 5.94% |
| 1 Year | 5.47% | 3.86% |
| 3 Year | 12.31% | 10.73% |
| 5 Year | 11.44% | 12.46% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 3.21% | 1.66% |
| 1 Year | 11.54% | 7.95% |
| 3 Year | 11.15% | 9.34% |
| 5 Year | 11.02% | 9.73% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 8.4% | 8.4% |
| 3 Year | 9.01% | 9.93% |
| 5 Year | 8.82% | 9.48% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 5.05% | 4.47% |
| Sharp | 0.98% | 0.79% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Name | Abhishek Bisen | Anil Bamboli |
| Total AUM | ₹0 Cr | ₹135442 Cr |
| Funds Managed | 33 | 12 |
| Kotak Equity Savings Fund - Regular - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Others | 34.68 | 35.64 |
| Large Cap | 51.36 | 57.43 |
| Mid Cap | 8.42 | 2.78 |
| Small Cap | 5.54 | 4.15 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Others | 33.25 | 31.83 |
| Communication Services | 10.17 | 2.03 |
| Energy | 4.32 | 7.12 |
| Technology | 3.87 | 5.11 |
| Consumer Cyclical | 11.9 | 9.21 |
| Healthcare | 0.94 | 5.59 |
| Consumer Defensive | 3.64 | 2.99 |
| Industrials | 3.91 | 5.99 |
| Basic Materials | 5.52 | 3.24 |
| Financial Services | 18.29 | 22.94 |
| Utilities | 3.85 | 2.35 |
| Real Estate | 0.36 | 1.6 |
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