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) | ₹9023 Cr | ₹270 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| 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 | 0.95% | 0.65% |
| 6 Month | 5.47% | 3.71% |
| 1 Year | 5.76% | 5.83% |
| 3 Year | 11.53% | 9.99% |
| 5 Year | 10.93% | 8.34% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.95% | 2.57% |
| 1 Year | 12.03% | 10.66% |
| 3 Year | 10.83% | 9.92% |
| 5 Year | 10.89% | 9.31% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.31% | 8.86% |
| 3 Year | 9.08% | 8.33% |
| 5 Year | 8.86% | 9.08% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.82% | 5.00% |
| Sharp | 1.09% | 0.65% |
| Beta | 1.04% | - |
| Alpha | 1.55% | - |
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 | 35 | 35.72 |
| Large Cap | 49.63 | 48.06 |
| Mid Cap | 7.79 | 11.38 |
| Small Cap | 7.58 | 4.84 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.38 | 28.2 |
| Communication Services | 10.2 | 4.04 |
| Energy | 3.19 | 3.8 |
| Technology | 3.09 | 4.27 |
| Consumer Cyclical | 11.26 | 6.88 |
| Healthcare | 0.87 | 3.22 |
| Consumer Defensive | 4.95 | 2.51 |
| Industrials | 4.26 | 8.94 |
| Basic Materials | 5.2 | 7.82 |
| Financial Services | 19.4 | 19.07 |
| Utilities | 3.85 | 5.83 |
| Real Estate | 0.34 | 5.42 |
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