Kotak Equity Savings Fund vs Axis Equity Saver Fund compare

Kotak Equity Savings Fund vs Axis Equity Saver Fund compare

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Kotak Equity Savings Fund - Regular - Growth

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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)	₹9651 Cr	₹927 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	0.11%	-0.44%
6 Month	3.69%	2.35%
1 Year	8.16%	5.95%
3 Year	11.37%	10.02%
5 Year	10.23%	8.4%

SIP Return Analysis

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Axis Equity Savings Fund - Regular Plan - Growth
6 Month	1.32%	0.74%
1 Year	9.12%	6.1%
3 Year	9.75%	8.25%
5 Year	10.33%	8.39%

Rolling Lumpsum Returns

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Axis Equity Savings Fund - Regular Plan - Growth
1 Year	8.28%	8.33%
3 Year	9.15%	8.84%
5 Year	8.88%	9.1%

Risk Management

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation	3.82%	5.7%
Sharp	1.11%	0.86%
Beta	1.06%	1.13%
Alpha	1.27%	-0.34%

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	31.53	30.97
Large Cap	47.8	56.16
Mid Cap	13.05	6.71
Small Cap	7.62	6.16

Sector Allocation

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Axis Equity Savings Fund - Regular Plan - Growth
Others	27.72	27.51
Communication Services	12.39	3.04
Energy	2.54	10.31
Technology	8.44	3.21
Consumer Cyclical	11.17	7.67
Healthcare	0.83	6.5
Industrials	4.18	6.86
Basic Materials	5.03	5.21
Financial Services	18.79	25.47
Real Estate	0.96	1.27
Utilities	3.46	0.66
Consumer Defensive	4.49	2.29

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