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Kotak Equity Savings Fund vs Baroda BNP Paribas Equity Savings Fund compare

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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tortoise-icon Baroda BNP Paribas 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 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

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