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Kotak Equity Savings Fund vs Axis Equity Saver Fund compare

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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tortoise-icon Axis Equity Savings Fund - Regular Plan - Growth

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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 Axis Equity Savings Fund - Regular Plan - Growth
Fund Kotak Equity Savings Fund - Regular - Growth Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹8177 Cr ₹968 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 13 Oct 2014 14 Aug 2015
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 492.24% 34.8%
Expense Ratio 1.76 2.26
Manager Abhishek Bisen Hardik Shah
ISIN Code INF174K01C78 INF846K01VO3
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 Axis 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 Axis Equity Savings Fund - Regular Plan - Growth
1 Month 2.18% 1.68%
6 Month 1.73% 1.26%
1 Year 7.03% 7.73%
3 Year 10.95% 9.78%
5 Year 12.53% 11.74%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth Axis Equity Savings Fund - Regular Plan - Growth
6 Month 1.8% 1.7%
1 Year 3.33% 3.75%
3 Year 10.87% 10.38%
5 Year 10.91% 9.74%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Axis Equity Savings Fund - Regular Plan - Growth
1 Year 8.74% 8.85%
3 Year 8.81% 8.69%
5 Year 8.68% 8.9%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 5.035% 5.953%
Sharp 0.584% 0.249%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Kotak Equity Savings Fund - Regular - Growth Axis Equity Savings Fund - Regular Plan - Growth
Name Abhishek Bisen Hardik Shah
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 33 12
Kotak Equity Savings Fund - Regular - Growth Axis Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Axis Equity Savings Fund - Regular Plan - Growth

Others 33.25 31.59
Large Cap 49.67 54.98
Small Cap 7.96 6.67
Mid Cap 9.11 6.77

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Axis Equity Savings Fund - Regular Plan - Growth

Others 32.97 30.3
Communication Services 9.32 2.59
Energy 4.49 9.33
Technology 3.54 6.7
Consumer Cyclical 11.11 5.6
Healthcare 1.04 5.21
Consumer Defensive 5.04 3.73
Industrials 5.06 6.57
Financial Services 14.57 21.62
Basic Materials 6.18 6.07
Utilities 6.36 1.53
Real Estate 0.31 0.76

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