Kotak Equity Savings Fund vs Baroda BNP Paribas Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹8487 Cr | ₹265 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 Oct 2014 | 29 Jul 2019 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 492.24% | 486% |
Expense Ratio | 1.76 | 2.48 |
Manager | Abhishek Bisen | Miten Vora |
ISIN Code | INF174K01C78 | INF955L01II9 |
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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.31% | 0.83% |
6 Month | 6.97% | 5.92% |
1 Year | 5.33% | 4.24% |
3 Year | 12.26% | 10.36% |
5 Year | 11.58% | 8.46% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.21% | 1.51% |
1 Year | 11.54% | 8.36% |
3 Year | 11.15% | 9.56% |
5 Year | 11.02% | 8.97% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.4% | 9.07% |
3 Year | 9.01% | 8.23% |
5 Year | 8.82% | 9.19% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.05% | 4.92% |
Sharp | 0.98% | 0.59% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Abhishek Bisen | Miten Vora |
Total AUM | ₹0 Cr | ₹6478 Cr |
Funds Managed | 33 | 6 |
Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 34.68 | 36.22 |
Large Cap | 51.36 | 48.94 |
Mid Cap | 8.42 | 10.08 |
Small Cap | 5.54 | 4.76 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.25 | 29.16 |
Communication Services | 10.17 | 3.74 |
Energy | 4.32 | 3.83 |
Technology | 3.87 | 4.47 |
Consumer Cyclical | 11.9 | 7.28 |
Healthcare | 0.94 | 3.51 |
Consumer Defensive | 3.64 | 2.74 |
Industrials | 3.91 | 8.05 |
Basic Materials | 5.52 | 7.28 |
Financial Services | 18.29 | 18.68 |
Utilities | 3.85 | 5.53 |
Real Estate | 0.36 | 5.73 |
Top Comparisons
Kotak Large Cap Fund - Growth
3Y Returns16.46%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns17.39%
UTI Low Duration Fund- Discontinued Growth Option
3Y Returns7.18%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns7.46%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.05%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.47%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns18.75%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns17.73%